Webinar Replay

Your Competitors Are Teaming Up – Are You? The Secret to Unlimited Business Growth

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WHAT YOU'LL LEARN:

Are you leaving money on the table by working alone? The most successful advisors don’t just have clients—they have powerful partnerships that drive high-value referrals and business growth.

 In this exclusive webinar, discover how to gain high-impact strategic alliances with CPAs, attorneys, wealth managers, and business coaches.

Learn the secrets to effortless client referrals, joint ventures, and collaborative deals that multiply your revenue.  Don’t miss out—your competitors are already doing this!

Build Strategic Partnerships: Learn how to form alliances with CPAs, attorneys, wealth managers, and business coaches to drive referrals and grow revenue.
Effortless Business Growth: Discover actionable strategies for collaborative deals and joint ventures that expand your client base and income.
Outperform Competitors: Understand how partnerships give your competitors a competitive edge—and how you can use them to excel.
Proven Success Tactics: Gain practical insights and examples of how top advisors use teamwork to effectively scale their businesses.


If you’re a professional who works closely with clients – whether you’re a financial planner, CPA, attorney, wealth manager, or business advisor – this webinar is for you.  

Your competitors are already leveraging powerful partnerships to grow their businesses—now it’s your turn. Join us for this exclusive webinar and gain the tools, strategies, and insights you need to elevate your advisory practice and achieve unlimited growth. Register now to reserve your spot and stay ahead in the game!

Chrissy Warmka
marketing Manager, ISPA

Chrissy Warmka is the Marketing Manager for The Rawls Group and ISPA, where she develops engaging content and strategic initiatives to drive audience engagement. With a passion for creativity and innovation, Chrissy continuously explores new ways to enhance communication and brand impact.

CO-HOSTS

JOE GIRARD
SALES PERFORMANCE COACH, CHANGE GROW ACHIEVE

Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated)." 

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP 
Managing Member, Tetrick and Bartlett

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."

Michael C. Valdez, AIF, CLU 
Founder & President- Business Transition Council