Professionals (CPAs, attorneys, and other professionals) can partner with Hayden Wealth Management to access wealth-management strategies for clients and receive compensation.
Partner with Hayden Wealth Management
Relationships with clients are built around trust, guidance, and service provided. Professionals can partner with Hayden Wealth Management to offer access to additional products and services that will enhance client relationships while benefiting from additional revenue at no cost.
Our partnership program was created for professionals that want to increase revenue, attract more clients, improve retention and help fund a succession plan. Our role is to promote understanding between our partners and their clients by providing an environment that supports team planning through complimentary expertise.
Simply refer a client to Hayden Wealth Management. These relationships enable professionals to receive ongoing compensation for the referral of new clients who open and maintain fee-based investment accounts.
Clients gain access to a full range of wealth-management strategies - and benefit from knowing their trusted professionals are working in tandem toward their goals.
Benefits for Professionals: