Strategic partnerships with the right financial professionals can help expand your business. Throughout my career, every adviser I’ve worked with has had the same goal — to increase revenue while maintaining or improving their quality of life. This is a daunting task for the majority of advisers in our industry and a reality for a select few. The question is, then, “How do you join that select group, or if you are already in the select group, how do you keep driving forward?”
Source: Building a network beyond CPAs
