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Stay Ahead of the Competition with TPALink

Step Strategic Marketing specializes in developing technology and strategies to help you reach and engage Advisors. This new member benefit will support NIPA in its mission to help members grow revenue, streamline processes and increase productivity by providing access to the mobile sales tool, TPALink.

TPALink key benefits:

  • Automate sales activities
  • Increase outreach frequency
  • Grant advisors instant access to your firm 
  • Qualify, segment, and track advisors on the go
  • CRM integration (Auto-feed)
  • Communicate directly with advisors/CPAs on their mobile devices

NIPA members receive:

  • 25% off the TPALink set up fee plus two premium features at no additional cost
  • 25% off TPAproposal - A TPA Proposal Software that makes it easy to send TPA Proposals. 

Not a member of NIPA? Receive one free year of membership with a purchase of TPALink – a $550 value!

Schedule your FREE TPALink demonstration today!

 

 

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For more information, contact Andy Hudson at 404-388-5734.

 

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