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Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table.
Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys).
If you want tips on choosing the right partners and keeping all parties accountable, keep reading!
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks partnerships with Dana L. Wilson, Founder and CEO of CHIP — an organization leading the way in cross-industry networking and collaboration among finserv professionals. Dana unpacks the power of strategic partnerships and ways to maintain a positive and productive relationship with your partners. If you’ve ever considered partnering, this episode is your blueprint for success.
Matt and Dana discuss:
- A radically refreshing way to view your so-called “competition” in finserv
- Dana’s thought process when selecting potential partners
- Practical tips for effective communication and setting partnership expectations
- Why transparency and honesty matter in professional collaborations (and what that looks like)
- An insider glimpse at CHIP’s latest developments
- And more
“Every person you meet can be someone that you learn from. They don’t always have to be competition.” – Dana L. Wilson
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