More and more clients are asking us to provide presentations that will help them get to know their clients better, gain more high quality personal introductions for referrals, how to gain a deeper more meaningful relationship as the “Go-To” person for ANY and ALL financial needs. Creating Strategic Alliances with CPAs, attorneys, tax specialist, Long-term care providers, mortgage companies, banks, loan companies, automotive specialists, etc will make you the “one-stop shopping” advisor for ALL their needs. You don’t have to be an expert in all these areas, but know who is and who’s willing to share referrals with you.
Strategic Alliances will help you find the resources and answers for all the needs a client or prospect has. You become their valuable resource and forge a relationship that is nearly unbreakable. When you provide five or more solutions to important matters your clients have, the likelihood of another advisor taking them from you is highly unlikely.
We are here to help, so feel welcome to reach out and contact us.
Neil Wood
781 264-3361