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Lessons from the Top: Building Powerful Strategic Alliances

Lessons from the Top: Building Powerful Strategic Alliances. A step by step plan on how to build powerful strategic alliances and develop $1,000,000 in new reoccurring fee-based revenue in 24 months or less. CEG Worldwide's Proprietary Research. www.cegworldwide.com/research/whitepapers.

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Lessons from the Top: Building Powerful Strategic Alliances

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  1. Lessons from the Top: Building Powerful Strategic Alliances

  2. A step by step plan on how to build powerful strategic alliances and develop $1,000,000 in new reoccurring fee-based revenue in 24 months or less

  3. CEG Worldwide's Proprietary Research www.cegworldwide.com/research/whitepapers

  4. Source: Elite Advisor Forum

  5. Why Strategic Alliances?

  6. Revenue from Financial Services and Products Source: Succeeding Amid Adversity, CEG Worldwide, 2009. N= 203 CPA firms.

  7. Three Best Practices to Kick off Strategic Alliances • Conduct a pilot program whereby the strategic partner and ten suitable clients go through your wealth management consultative process. • Conduct a second-opinion campaign to motivate additional clients of the partner firm to go through your consultative process. • Conduct a series of private events for clients of the partner firm.

  8. Now that we have just literally scratched the surface with what you can achieve, I want to show you how to take it to the next level.

  9. Lessons from the Top: Building Powerful Strategic Alliances

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