BRIEF DESCRIPTION

Turn Strategic Partnerships Into a Consistent Source of New Clients

Have you ever met with a CPA, attorney, or other professional, had what seemed like a great meeting—and then nothing happened afterward?

Building strategic partnerships isn't about collecting more professional contacts. It's about developing relationships with the right people who can consistently put you in front of the right prospective clients.

In this session, you'll learn a practical approach to identifying, developing, and leveraging strategic partnerships that can become a meaningful source of growth for your practice.

You'll walk away with a framework to help you:

• Identify the right strategic partners to target based on the clients and markets you want to reach.

• Get busy CPAs, attorneys, and other professionals to meet with you by giving them a compelling reason to have the conversation.

• Know what to say once you get the meeting so it doesn't become another pleasant conversation that goes nowhere.

• Differentiate yourself from the other financial advisors they already know and give them a reason to remember you.

• Demonstrate your value to their clients so they can feel confident making an introduction.

• Create opportunities for referrals without constantly asking for them by building a relationship that benefits both sides.

• Turn individual professional relationships into a repeatable source of qualified introductions instead of relying on occasional referrals.

I'll also share strategies and approaches I've used throughout my career in financial services and now use when coaching advisors on client acquisition and practice growth.

The goal isn't to leave with a longer list of CPAs and attorneys you should contact.

You'll leave with a clearer strategy for who to target, how to get the meeting, what to do when you're sitting across from them, and how to turn the right professional relationships into a consistent source of new-client opportunities.

This session will also give you an opportunity to experience the practical, growth-focused approach I use when working one-on-one with financial advisors to identify opportunities, overcome growth barriers, and build stronger, more successful practices.

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BRIEF DESCRIPTION

Don’t Build Your 2027 Business Plan Yet

What if, instead of simply setting higher goals for 2027, you had a clear picture of the practice you actually want to build—and a strategy for moving toward it?

In this 45-minute Zoom session, you’ll learn a different approach to business planning: start with where you ultimately want your practice to go, then work backward to determine what needs to happen in 2027.

You’ll walk away with a framework to help you:

• Define what you want your practice to look like in 2030 and beyond—including the clients you serve, revenue, team, your role, and how you spend your time.

• Identify the clients you actually want to build your practice around, rather than simply accepting growth wherever it comes from.

• Determine the potential value of your target market so you can understand what successfully penetrating that market could mean to your practice.

• Identify where those prospects can be found and who already has relationships with them, giving you multiple paths into the market instead of relying on a single prospecting strategy.

• Clarify what you need to become known for so the right prospects have a reason to choose you.

• Work backward from your long-term vision to 2027, giving your annual goals a purpose beyond simply doing more than you did last year.

• Turn the plan into specific quarterly, monthly, and weekly activities that can actually move your practice toward your destination.

I’ll also share how I applied this approach in my own financial-planning practice. Drawing on lessons from my aviation background, I learned to think about building a practice much like planning a successful flight: know the destination, develop the flight plan, monitor your progress, and make course corrections along the way.

That process led me to continually refine who I wanted to work with, where I could provide the greatest value, and how I could reach more people like them—ultimately helping me build a $3.5 million-revenue practice.

You won’t spend this session rushing through a worksheet just so you can say you have a 2027 business plan.

You’ll leave with a framework and a series of questions designed to help you intentionally build the practice you want—then make 2027 a deliberate step toward it.

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