We’ve heard time and time again from advisors across the country: “Strategic partnerships are, a waste of time, a waste of effort, or complete 🐂💩!” Sound familiar? It’s the classic tale of the one-way street in the partnership world: you’re the generous soul sending referrals left and right, but in return? Crickets…
In the high-stakes world of financial advising, the difference between stagnation and exponential growth often hinges on one key strategy: mastering strategic partner referrals…
I have been an advocate of teams in the securities industry for a long time, longer than most have been in the industry. My writings on this go well back into the ’80s, when some of my younger readers were still in training pants. I profoundly believe that it is only teams that will survive and amount to anything. One
