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Strategic Partnership Program

Saranovitz Capital Management (SCM) is proud to introduce its new Strategic Partnership Program.. a unique opportunity for CPAs, P&C Agents, Securities, Insurance Brokers, and Law Firms.

We're currently recruiting partners who would like to increase revenues, build client goodwill, stave off competition, extend additional value to existing clients and bring in new clients. The SCM Program is led by Brian Saranovitz who has recognized the need for an innovative method for building business through partner co-marketing and the delivery of aggregated financial services to business and individual clients.

Best-in-Class Aggregated Services

The trend in the financial services industry is moving toward "full-service" practices in which a client is offered complete tax, insurance, investment and legal advice. The SCM Program meets this need with a "virtual" team of best-in-breed advisors working together to meet client demands.

Ideal Partner firms are:

  • Client Centric - Put client needs first above everything else 
  • Quality Driven - Are interested in offering clients additional high quality services
  • Growth Oriented - Want to continually grow their practice 
  • Marketing Conscious - Understand the value of a high quality marketing program Visionary Thinking - Have an ability to see opportunity and the fortitude to take action 

Please contact us today to find out more information and how to get started in our Strategic Partnership Program.

Call Brian at: 978-345-7075                
Email Brian at: brians@saranovitz.com