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Your Strategic Partners



Anchor 2


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


Bill Gates

These two videos are the same, but are offered in two different formats to accomodate our users. 

If you cannot access YouTube (the first video) click on Vimeo (the second video).

Develop Strategic Partners to Enhance & Grow Your Business


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. 



  • 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



How to Benefit from Strategic Partners 


  1. 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.

  2. 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.


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. Review the Strategic Partner Process Flowchart to better understand and visualize the strategic partner process.

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


Proactively Manage Your Strategic Partners


  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. 



TRUST is Everything

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