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| Are you an Attorney, CPA, Property and Casualty Agency,
or Bank?
If so NEPC would love to speak with you. Having the ability
to seamlessly have additional service offerings and the
creation of a larger market outreach is what NEPC will
afford you. Increase your profits without your overhead!
Currently NEPC is looking for alliance opportunities throughout
a few areas of NJ. If there is the right fit the opportunity
is endless. For more information or to see if you are the
right fit for NEPC Passport Program please click below.
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| To speak to a Strategic Alliance
Specialist, Click
Here |
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| 360 Professional Alliance Program |
| NEPC has created some of the most successful strategic alliances in the business. They understand the market place and responded with a “solution for the times.” Originally developed for CPA’s by a CPA the idea was to assist CPA’s in reaching the next level of service, far beyond what other firms could offer their clients. Through working closely with CPA firms over the last 10 years, they have not only developed a great opportunity for CPAs but they have also developed a complete “plug and play” system. |
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360 Professional Alliance Program
NEPC’s alliance program for CPAs |
Here is how 360 can help your practice...
In realizing the strength in which CPAs have with their clients we help our CPA Alliance become the one stop, one-source financial professional. By offering the many services the benefits to your client are tremendous!
The ability to offer Comprehensive Financial Services to your individuals and business owner clients in the various stages of their lives or the lives of their business, can only be a win/win for all involved. From support on various strategies that you would like to implement, all they way through the thousands of product offerings that NEPC bring to a CPA firm. NEPC holistic approach and their vast resources and specialists in every area, give your practice all the confidence that you will need to provide the services that you desire. There will never be a question unanswered or a rock unturned for they always will have your clients best interest in hand.
The Benefits of working with one of the largest individually owned and operated Financial Services Firms in NJ as a partner.
1. The system is already in place
2. Resources are large; additional marketing and business development team added instantly
3. Ease of implementation
4. A profit center
5. Greatly reduced learning curve
6. Increased professional image
7. More offerings increases client satisfaction
8. Complete Marketing System In Place |
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| Strategic
Alliances for Non-Profits |
| NEPC is the planned giving arm to the March of Dimes
in NJ. Through their relationship with Philanthropy International
they have the ability to not only offer a fantastic career to
those financial professionals looking for a rewarding career
in philanthropy, but also can offer a tremendous opportunity
for small, midsized and even large non-profit organizations that
want to incorporate planned giving into their over all business
plan.
Non Profits have to ask themselves the $100,000 question. “How
does one effectively spend a planned giving budget?”
Usually, 80% on salary and benefits for a planned giving officer
and support staff. 20% on a marketing budget and outreach.
NEPC with the relationships that are in place flip that model
and give you more money to access more money. With a very large
international market in place and a system that is already
developed your non-profit can be up and running quickly.
To find out how your non-profit organization can benefit,
contact us |
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