The 4 Critical Actions that Will Make the Difference Between Failure and Success in Partnerships

November 27, 2019 | By Elite Resource Team
Financial Advisors

It's hard to get an advisor/agent and accountant to agree to conceptually work together.

It's even harder to get that conceptual agreement to the point that it produces fruit.

In this video, Anton Anderson shares the 4 critical actions that will make the difference between failure and success in partnerships.

Here is an overview of what I share:

  • How to formalize the relationship
  • The importance of joint education
  • The role of weekly meetings
  • Why you need to script out your introduction to clients

Watch our 20-Minute training on how to increase your revenue through strategic partnerships.