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EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors episode artwork

EPISODE · Jun 17, 2025 · 11 MIN

EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors

from The CPA to FA Podcast · host Bill Hecklick, EA

In this episode, you'll learn more about revenue sharing agreements with financial advisors. How does a revenue sharing agreement work? How can I get a solicitation agreement? What licenses do I need to share revenue with a financial advisor? And, most importantly, what are some of the pros and cons of using a revenue sharing model?Visit www.cpatofa.com to learn more about adding or growing a financial advisory division inside of your tax practice!

What this episode covers

In this episode, you'll learn more about revenue sharing agreements with financial advisors. How does a revenue sharing agreement work? How can I get a solicitation agreement? What licenses do I need to share revenue with a financial advisor? And, most importantly, what are some of the pros and cons of using a revenue sharing model?Visit www.cpatofa.com to learn more about adding or growing a financial advisory division inside of your tax practice!

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EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors

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Frequently Asked Questions

How long is this episode of The CPA to FA Podcast?

This episode is 11 minutes long.

When was this The CPA to FA Podcast episode published?

This episode was published on June 17, 2025.

What is this episode about?

In this episode, you'll learn more about revenue sharing agreements with financial advisors. How does a revenue sharing agreement work? How can I get a solicitation agreement? What licenses do I need to share revenue with a financial advisor? And,...

Can I download this The CPA to FA Podcast episode?

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