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.