How to Partner with Financial Advisors at a Higher Level
Update: 2024-05-27
Description
Partnering with Financial Advisors can be a very lucrative route that produces high-quality leads for your business. The problem is, not many have done it at a level that actually produces value for both you and the Financial Advisor.
In this episode, we walk through what these professionals value in a relationship, how to speak their language and relate to their business in a way that creates connection and ultimately how to create more stickiness for a partnership that benefits all parties involved. This was a fun one!
If you liked this episode, leave us a review and we'll read it live on the next podcast! Thanks for listening.
- Trevor and Val
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![Creating Your 25 Year Plan [And Why You Need One!]](https://storage.buzzsprout.com/08zqax4k20ppdktjoxld6t7xm3fw?.jpg "Creating Your 25 Year Plan [And Why You Need One!]")
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