Most financial advisors have heard that the best way to grow their practice is through relationships with “centers of influence” (typically accountants, attorneys, bankers, etc.). It’s free, it’s effective, and it’s lucrative…WHEN IT WORKS!!!
Unfortunately, it’s much harder to do than it seems like it “should be.”
There’s a lot that goes into building great partnerships. In this video, Anton Anderson shares a simple, practical, and effective tip on how to dramatically increase both the number of meetings you set and the success of those meetings.
In short, it’s all about the “pre-work.” Watch this short video to learn more!
If you enjoy our free YouTube videos, they’re just the tip of the iceberg.
Want to really accelerate your growth? Schedule a free 45-minute strategy session with us to dive into the good stuff.