Accelerating Your Alliance

Accelerating Your Alliance is an intensive one-day workshop designed to help financial advisors and their strategic alliance partners maximize potential revenue by serving mutual clients very well. In one day, this workshop educates participants about the role of each strategic partner in successful alliances, how to structure a solid, long-term relationship, and best practices to deliver a world class experience to mutual clients. Ultimately, advisors and alliance partners will build a custom roadmap, unique to their alliance, with practical steps to accelerate success.

Why We Developed This Workshop
In today's economic landscape, strategic alliances have taken on a much higher degree of importance. More and more financial advisors are building alliances with other professional advisors to address mutual clients' greatest concerns and reap the associated benefits. However, this is indeed a challenging undertaking that requires a great deal of focus and expertise to realize its potential. A successful strategic alliance should result in deeply satisfied mutual clients, a windfall of new assets under management, and increased income for alliance partners.

The Value Proposition
Accelerating Your Alliance empowers advisors and their alliance partners to create the right strategy to realize the potential of the alliance. Through instruction, exercises, and focused planning, this workshop delivers both insights and an action plan to impact revenue. Throughout the workshop, advisors and their alliance partners learn and apply that knowledge by designing their action plan. No other workshop offers this level of focused strategic planning specifically developed to accelerate the success of strategic alliances.

Next Steps
To learn more about the Accelerating Your Alliance workshop, you can download the brochure on this page or send an email to Paul Brunswick, Senior Managing Principal, at pbrunswick@cegworldwide.com