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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.

1 Comment

  • David E Honeyman Jr. February 29, 2016 at 9:45 am

    Mike, it was great chatting it up with you last Friday at the Vanguard conference. I very much enjoyed your segment. A few parts of your presentation that really made me Focus on your presentation was the use of social media and the fist. Any chance you could forward those segments to me so I could share them with my partners.
    Again,great presentation.
    All the best,
    David

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