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Placed a life case funded by a CRT. Couldn't have done it without help of Randy and his team I met in United Cloud. Wow what a service!
I joined United Cloud a few months ago and have enjoyed every moment.
The United Cloud team has been extremely helpful and supportive during my onboarding process and after.
It’s has been the best investment I made! I highly recommend them.
The Ucloud Team is always helpful and instructive plus they have a huge learning library of tax planning recordings about all the subjects covered you can always go back and listen again until you master the concepts.
UCPS has been a huge value add for our firm! The tax workshop is specialized and attracts higher value tax aware prospects. The tax planning advice you get from UCPS and their partners is top notch. I'm thrilled to have them as our "out-sourced" tax planning specialists. Highly recommend!
I learn something of high value every time I attend! All around amazing service from UCloud Partners!
Excellent. Allows me to help service my clients in a way I would find very difficult to without them. I highly recommend.
As a CPA/Advisor, I belong to a few professional organizations, and UCPC is the best. Although I only became a member for less than a month, it has already helped me tremendously. They are so knowledgeable, and he not only helps the member with tax advice, but also he teaches us how to sell. The staff are friendly and helpful. If you want to bring your practice to the next level, look no further; Join UCPC!
My partner and I had made a decision to market using tax planning. We affiliated with what we thought was "the best" resource out there. That turned out not to be the case. We ran into United Cloud about 6 months ago and that is when we learned what marketing with tax planning was really all about. The resources available seen almost limitless and the quality of those resources incredible. We are closing cases I would never imagined a year ago and the confidence we have gained in working through the various resources made available to us is immeasurable.
Joining UCP has been a good decision. Paul has been extremely helpful and whenever I have a question he is very quick to respond. I haven't even tapped into all the other things they have to offer yet, and I am already happy with my decision. Thank you UCP.
The Cloud team has helped me tremendously on some simple sales process training that has made a huge difference in my practice. He shares his years of experience in how he relates to his clients, and I have adopted some of his techniques that has and will save me alot of time and frustration. This information has honestly been worth the cost of my membership alone! I only wish that i had engaged more.