Professional Partnering The Key To Effective Growth For You and Your Clients
Partnering, on a case by case basis or on an ongoing basis with consultants, financial planners, accountants, coaches, lawyers, and other professionals can be a very good idea indeed.
And of course there are many different business models for doing this. For many of us it works best when we to do it quid pro quo basis vs. referral fees. Here are a few quick suggestions that you should consider:
Recommended Reading
- Financial Retirement Planning, A First Look
- Five Key Steps To A Successful Business Succession Plan
- Who is the best company to go with for financial planning?
- Wills
- Florida: Preparing for the New Federal Estate Tax
- Succession Planning Blueprint (ebook)
