Strategic Partnerships 


"Our success has really been based on partnerships since the beginning."


Bill Gates

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WHY is this Meaningful to You?

WHY is this important?


One of the primary themes of our main coaching program is focusing on internal marketing by delivering an exceptional client experience to the high value clients who already know, like and trust you.  This promotes advocacy.  Strategic Partners allow you to focus on external marketing in a way that is consistent with the Professional Model and continues to build on the concept of TRUST.


We will show you how to create and manage Strategic Partners in a way that is completely aligned with our philosophy and approach to systematize and meaningfully build your business. 

WHO is this proven strategy designed for?


For those who want to continue to achieve professional success through the development and maintenance of a network of professionals, internal and external.

WHAT should you expect?


You will: 

  • Have a clear plan for building your network of Strategic Partners

  • Identify Strategic Partners who are key to providing integrated wealth management

  • Identify Strategic Partners who are key to providing value-adds to your ideal clients

  • Implement an ongoing method of proactively managing your Strategic Partners

  • Strategically allocate your time, energy and resources to grow your business

WHAT You Need to Know

First, it's important to understand how the Internal Marketing Integrity you've focused on and built throughout the core program is complimented by External Marketing Integrity.

Next, like many other areas we've covered, this topic also requires a bit of a paradigm shift in the way we think about the reasons why we would put effort into collaborating with other professionals.

HOW to Get Started


Develop Your Strategic Partners Network

  1. Begin by identifying your existing Strategic Partners, potential Strategic Partners, and possibly new areas outside of your current network that could be developed. 

  2. If you haven't already had conversations with your best clients about the other professionals in their lives, you'll want to begin now. The Script to Use with Clients gives you some language to start these conversations.  This will either identify outstanding service providers you may want to get to know, or identify clients who should be introduced to one or more of your Strategic Partners. 

    • If you have more than one Strategic Partner in a given professional field, always recommend the one who is most likely to best match your client’s personality and needs. Making a good “match” will enhance your value in the eyes of both your clients and Strategic Partners.

  3. The Strategic Partner Checklist provides you with a complete outline of the steps you can follow to successfully meet and screen potential Strategic Partners.

    • Use the Initial Contact Script to assist you with setting up the initial meeting.

    • You can use the same Introduction Kit we created earlier in the program to send to potential Strategic Partners.  The only item that is different is the Cover Letter for the Introduction Kit.

    • You can use the sample Agenda provided to facilitate the 2nd Meeting in the process (the one conducted at your place of business).

Proactively Manage Your Strategic Partners Network

  1. Print & review the Strategic Partners Service Model, which is designed to help you create brand loyalty through proactive servicing of your Strategic Partners. 

  2. Carefully customize the model so it is meaningful and manageable.

  3. Use your CRM to fully automate your service commitments to ensure consistent delivery. 

Watch Here to Learn More