Seek & Prosper: Professional Alliances

08 Mar 2017

Professional alliances are a great way to grow your business and gain referrals with affluent investors. According to Prince and Associates, 70% of affluent investors locate their primary financial advisor through their attorney or accountant. Finding the right professional alliance partners takes patience. Listen in as the team describes the professional alliance discovery process that can help lead you to strong relationships. Don’t miss their tips on how to share your value and maintain the relationship for the long-term. Download the Professional Alliance Discovery Guide. This guide will provide useful tools to form and get the most out of your Professional Alliance relationships.


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