Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
“Financial Professionals are telling us they’ve plateaued where they are, they’re not getting the referrals they expected, and their growth has stalled out.
- “Financial Professionals are telling us they’ve plateaued where they are, they’re not getting the referrals they expected, and their growth has stalled out.
- They see Avantax’s deep network of CPAs and tax professionals as a significant growth opportunity,” said Tim Stewart, VP and Head of Business Development at Avantax.
- Avantax also continued successfully recruiting accounting firms to its employee-based RIA model (which Avantax refers to as Avantax Planning Partners℠ ) with nine new affiliates across five new accounting firms.
- Avantax expects a continued strong pipeline of prospective accounting firm affiliates in 2023.