commonwealth-logo

Read Our Complimentary White Paper
and Discover How to Build Strategic Partnerships That Power Your Practice

Cracking the code of strategic alliances

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

 

Receive your copy of our white paper, Cracking the Code of Strategic Alliances: A Coordinated Approach for Financial Advisors.