How Do You Build Meaningful Relationships With Other Professionals To The Benefit Of Your Clients? John Bowen Has Answers About Building Referrals And Relationships Hot
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Firms that practiced collaboratively with outside professionals, according to a 2009 study by CEG Worldwide, a company founded by advisor coach John Bowen, showed average revenue of $1.06 million in 2008 versus $661,959 in revenue averaged by advisory firms using an “internal” model.
Bowen says, clients like it when an advisors brings in other professionals to help with taxes, selling a business, legal matters, or other issues requiring a specialist. And creating such partnerships is not as difficult as you might think because it is based on doing the right thing for clients.
Bowen is a brilliant businessman, salesman, and thinker. He was an incredibly successful advisor and has been coaching advisors for the close to 15 years. Successful advisors who I know and respect highly say Bowen’s programs work.
Bowen is speaking about financial advisor strategic alliances at this Friday’s A4A Webinar Series. If you’re a paying member of A4A ($60 a year), you can attend Bowen’s session for free. Attendees will receive an e-book about how to build strong professional partnerships.
To make John’s session as helpful as possible, please think about:
- Strategic-alliance opportunities that you might have open to you now
- Opportunities for strategic alliances that you have blown
- What’s stopping you from pursuing strategic alliances?
- Ethical concerns you might have
- Compliance and disclosure issues arising from strategic partnerships
Please post comments or questions in advance of this session so we can make our time with John most productive.
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