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.

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