Skool Community for the Partners of Our Clients

We train financial advisors how to form partnerships with CPAs and do joint client work. We of course use skool for our advisor community, but we also set up a free skool community for the CPAs of our advisors, and the only thing they need to do to get access is sign an engagement agreement with one of the advisors in our training. This is a win/win/win as it creates a unique value prop for the advisors, provides more value to the CPAs, and increases the stickiness of our clients b/c their CPAs only get access while they're a paid member (annual renewal). Cheers!

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