By Paul Brunswick,Jonathan J. Powell,John J. Bowen
We know—both via our study and during the paintings of 1000s of economic advisors in our training programs—that the vast majority of prosperous consumers like to locate their monetary advisors via referrals from depended on pros. Well-crafted strategic alliances will create a movement of introductions to prequalified, prosperous customers from their expert advisors—your strategic companions.
Today’s financial system has created a couple of company demanding situations for pro advisors. Many are searhing for new how you can develop their practices and are turning to monetary advisors for assist in doing so. via strategic alliances, they can develop their sales at relatively little price and, simply as very important, serve their consumers higher. This makes them preconditioned to wish to paintings with monetary advisors.
In this publication, you'll achieve the data you must systematically faucet the opportunity of strategic alliances. you are going to examine what units real strategic alliances except casual referral preparations and the way that distinction will profit either you and your strategic companions. that you can see why strategic alliances are so beautiful to different execs, we'll convey you the result of a learn we lately carried out of CPA companies that depend seriously on alliances with monetary advisors.
To get you begun on development robust alliances, we are going to provide you with a style for assessing the strategic power of any expert consultant to spot the simplest applicants. We then will delve into the strategic alliance consultative process—our road-tested strategy for development successful strategic partnerships. eventually, you are going to easy methods to hit the floor working through the use of the 3 key most sensible practices for strategic alliances.
Strategic alliances create that rarest of events: a real win-win-win. different expert advisors win via transforming into their sales from their present purchaser bases. monetary advisors win through buying extra prosperous consumers. and people consumers win via receiving the full diversity of monetary companies via a unmarried depended on specialist. We inspire you to discover how you can create this win-win-win on your personal business.
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Building Powerful Strategic Alliances: How to Leverage Today’s Most Effective Business-Building Strategy by Paul Brunswick,Jonathan J. Powell,John J. Bowen