Cultivate alliance referrals

Mike Byrnes shares examples of what five advisors are doing to strengthen existing alliances to grow by:

  • Getting involved with their groups
  • Co-hosting events
  • Coordinating extended team meetings for clients
  • Sharing knowledge and client information (with permission)
  • Sharing resources

The key to many success stories is when two parties look beyond their own needs and create a win-win relationship.

Read the full article on RIABiz to learn from this handful of successful advisors.

Contact Byrnes Consulting for help building stronger strategic alliances.

 

 

 

Please share with your social groups. Thanks!

Leave a Reply

Search Box