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.