Professional Advisors Alliance

Consider the Opportunities – Imagine the Growth.

What if you could get consistent, qualified leads from the advisor your prospects trust the most—their CPA?

Wherever you may be in your career, as a financial professional, lead generation is the most important part of growing your client base. But gaining access to high quality leads can be a challenge.

A Proven Process for Reaching More Clients

Consider Penn Mutual’s Professional Advisors Alliance Program. Our proven process helps partner you with the most trusted and influential client advisor—the CPA. CPAs are the gatekeepers to the clients with whom you want to work: high net worth clients and business owners.

Structure and Support to Guide Your Success

PAA provides a structured approach that enables advisors to form productive and profitable alliances through a partnership model by successfully integrating financial and investment advisory services without disruption to their CPA practice.

Our unique turnkey program defines and quantifies the opportunity, creates a customized marketing plan and provides ongoing relationship management to help ensure your success.

An Appealing Value Proposition

In the ever-changing landscape, CPAs are focused on retaining and attracting new clients and finding additional revenue streams. Many seek to offer a wider array of services to their clients, but may lack the skills or resources.

CPAs and their clients desire a team approach that provides comprehensive advice on their financial situations, with a focus on solutions rather than on individual products. The PAA business model can achieve these objectives and ultimately increase CPA revenue by providing more services, a foundation for better relationships and increased client retention.

And, CPAs like the PAA value proposition. The program helps you to help them:

• Add value
• Strengthen and retain clients
• Generate additional revenue streams
• Grow their practice through our referral process

Let Professional Advisors Alliance help take your practice to the next level by showing you how to form successful strategic alliances. Learn more about the PAA value proposition by visiting www.professionaladvisorsalliance.com.