CPA's, Attorneys, Mortgage Brokers, Realtors, and more
Next-Level Teamwork
It's no secret that we all want to work together. Often times though, we find it difficult to build a lasting relationship that leads to doing business. Usually it's because of something avoidable, such as a lack of proper communication.
At Envoy, we know that it's hard to trust your clients with somebody else. That's why we use best practices that ensure your client sees us as a partner of yours instead of just an external referral. When we're able to take care of all aspects of a client's financial well-being, they see the value that we can add to their lives.
In these situations, communication is key. We will keep you informed and involved in every step of the process. (They're YOUR client, after all.) We will make sure that you are seen as the valuable resource that you are to your client, making them trust you even more and stay loyal clients for longer.
Feel free to reach out to Envoy today with any immediate client needs and see how we're different. We're also excited to plan cross-educational joint events to our clients and prospects as well as yours.
A rising tide raises all ships, and we are honored to be your Envoy in today's choppy waters.
CPA's & Accountants
A quick review of your client's 1040 can reveal vital information. If you think that your individual and business clients may benefit from a review, Envoy is here to help.
Attorneys and Lawyers
Situations such as marriage, divorce, death, home sales, investment property transactions, trusts, and estate plans can be a timely opportunity for us to sit down with a client.
Mortgage Brokers & Realtors
Some of your clients are making the largest investment transaction of their lives. We can work together to make sure they protect that investment, as well as the life they wish to live in it.