Strategic Alliance

Let's Talk - Take your practice and clients to the next level

Professional Advisors Alliance

The Professional Advisors Alliance is an exclusive referral program that helps accountants, attorneys and other advice professionals establish strategic relationships with Eric Sands, Financial Advisor.

Why Should I Join?

Today’s wealth management landscape presents exciting opportunities for you to expand your business. Factors such as changing demographics brought on by an aging Baby Boom generation, and client demand for bundled services, including investment management, retirement income planning, estate and trust services, insurance and tax management, require a big-picture approach to client service.

Additional Benefits:

• Business-building, Quarterly roundtables and additional referral opportunities
• Expanded value-added tools and services to offer your clients and prospects
• A competitive advantage providing your clients with access to a wide range of sophisticated investment products and services
• Deepen your client relationships with investment insights, industry resources, and time-saving tools
• Stay Connected - Your clients remain yours and you remain a trusted advisor
• Refer Worry-Free - Unparalleled compliance expertise and an experienced support staff to help your clients

Client Benefits

- A strategic alliance between you and Eric Sands, Financial Advisor provides clients access to a full range of wealth management strategies
- Value that your client would receive from me would exceed expectations
- Less duplication of information gathering