16479 Dallas Parkway
What It Is: Professional Advisors Alliance (PAA) helps CPA and Property & Casualty firms understand and evaluate their choices for expanding their service offerings. The PAA comprehensive package of knowledge, prospecting tools, personal coaching and planning support are designed to jump start your efforts. However, unlike other programs, it works with you as partners throughout the expansion process to ensure that you::
How It Works: PAA helps CPA and Property & Casualty firms successfully introduce financial services into their businesses. It helps you understand how to:
Three Basic Business Models: PAA begins with the premise that CPA firms will make the choices that are in their own best interest for responding to changes and expanding services. It does not try to dictate service expansion menus, business structures or models to them. Instead, it works with CPAs (and other Property & Casualty professionals) as consultants to help them understand, compare and choose among the available options.
While there are many different variations in strategic relationship, they tend to fall into three basic categories: