Unlock More Sales Opportunities — Without Building a Tax Planning Department

Give your advisors access to the trusted tax strategy system that drives product and AUM implementation, while keeping them fully in control of the client relationship.

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The Rothology™ Partner Desk™ is an outsourced Roth conversion planning platform built specifically for fiduciary advisors and firms serving pre-retirees and IRA millionaires.
Delivered by Q3 Advisors — the firm behind three bestselling Roth strategy books, 1,200 Roth conversion clients, and over $4 billion in client tax savings — this system lets your advisors:

  • Plug into our proven client education and planning system
  • Access client-ready reports and expert CFPs
  • Invite clients to webinars run by our team (live and on-demand)
  • Earn generous referral compensation and never share commissions or AUM fees
  • Stay focused on what they do best: nurture the client and implement the plan

All with zero software to learn, and zero competition from us.

Why It Works:

Our process gives clients something they rarely receive: clarity. 
Clarity around the Roth decision gives them confidence to act — and peace of mind that they’ve done everything possible to reduce taxes and improve their legacy. It leads to better financial outcomes and greater commitment to the advisor who brought the solution forward.

Key Benefits to Your Firm:

Increased product sales and AUM from engaged, tax-aware clients

Differentiation from other advisors offering generic strategies

Turnkey marketing support with co-branded content and webinar invites

Immediate ROI on every plan delivered