Tailwind Academy for Professional Advisors

It is our experience that clients benefit from having their advisors collaborate rather than work in silos. However, when there is no uniformity and process, the client experience is diminished.  In addition, this experience disincentivises the advisors from collaborating in the future.

To bridge this gap, we have developed and refined the Tailwind Academy for Professional Advisors.

  • Professionalize the client & collaborative advisor experience.
  • Convert the abstract to conceptual and tangible.
  • Receive introductions from collaborative advisors such as CPAs.
Associate Program

In this program, you will learn how to articulate your value proposition to CPAs and lay the foundation to start receiving client introductions.

Some of the additional resources you will receive include:

  • Sample Introduction Kit to send to CPAs
  • Email Scripts to be used with CPAs
  • Meeting Scripts to be used with CPAs
Partner Program

This program builds on the Associate curriculum and takes you through the next steps of client engagement after introductions have been made from CPAs.

Some of the additional resources you will receive include:

  • Sample Introduction Kit to send to CPAs
  • Email Scripts to be used with CPAs
  • Meeting Scripts to be used with CPAs
  • Joint CPA Calls
  • OpportunityIdentifier Toolkit
  • RelationshipBuilder Discovery Process Tool
  • Live Coaching
  • Access to Tailwind Tax Consulting services
Allied Professional Program

This Allied Professional Program is reserved for those financial professionals who are truly committed to unlocking their full potential.  This program will increase your ability to attract your ideal clients and convert both CPAs and clients into advocates who continually introduce you to other ideal clients.

In addition to all the tools in the Partner Program, you will also receive:

  • Access to the technical education curriculum, including material on:
    • Income Tax Planning
    • Asset Protection
    • Business Planning
    • Insurance Planning
    • Retirement Planning
    • Tax Planning
    • Estate & Gift Planning
    • Educational Planning
    • Charitable Giving
  • 12 Monthly calls on planning strategies
  • Discounted rate on the Total Client Engagement business refinement process
  • Discounted rate on Brand Consulting and Brand Design

Additional Benefits

Advisors who have gone through this program will be in a better position to benefit from the resources we provide to our Allied Professionals.

  • Technical knowledge to enhance your value to CPAs
  • Qualification to be a Tailwind Allied Professional
    • Introductions to CPAs in your local market
    • Marketing resources
  • Back office support
  • Expand your service offering