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!
WHAT YOU'LL TAKE AWAY
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.
CO-HOSTS
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.
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.
HOW DO YOU BECOME THE
TRUSTED ADVISOR?
It's not enough just to understand your client's business and help them solve the problems they bring to you. You must dive deep into the challenges they don't see and provide insights on opportunities.
Dive into the world of strategic goal setting and smart planning, where the insights and techniques you pick up empower you to navigate your clients through the intricacies of business planning confidently and precisely.
This newfound mastery in tackling common challenges and prioritizing tasks not only boosts your advisory prowess but also cements your status as a reliable beacon of guidance and insight in the business realm.
Live Webinar Session has ended now.
