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Why would I add financial services to an already successful tax and accounting practice? |
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The addition of financial services to your tax practice enhances your position as your clients' trusted advisor and increases the value of your practice. |
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Will I be expected to sell specific investments or insurance company products? |
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Absolutely not! There are no proprietary products. You are free to choose from a large selection of investments and insurance companies. We do however actively maintain Premier Sponsor & Affiliate relationships through which CFN Reps obtain excellent support and service. |
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Why would I switch to the Campisi Financial Network®? |
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As the Tax and Financial Professionals Choice™, we understand your business. We help you provide solutions and uncover opportunities for your clients and, if you choose, we will even do the selling for you. |
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What type of support can I expect from Campisi Financial Network®? |
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As a part of our team, our dedicated professionals are available to assist you through our back office services and sales support. |
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Are there sales quotas? |
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While we do not adhere to 'one-size-fits-all' sales quotas, we do believe in working individually with each rep to set goals in an effort to enhance and improve productivity through education and training. |
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What technology/software is available |
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We can provide I.T. consultation to help you resolve problems and enhance your computer systems. Assistance towards the creation and maintenance of a paperless office is also available. "If you can think it, we can do it!" |
