Forging an extensive network of business alliances—with attorneys, accountants, estate planning specialists, and other third-party consultants—leads to valuable opportunities for growing your client and revenue bases.
Our step-by-step guide provides you with best practices for making the most out of your relationships with centers of influence, including:
- Laying the groundwork for the kinds of alliances you need
- Creating a joint action plan
- Marketing to your collective client and prospect base