Strategic Alliance

By Brandon Stuerke | September 18, 2012

Unless you truly understand the challenges a CPA faces, you are less likely to form an alliance with them.

By Brandon Stuerke | July 19, 2012

If done the right way with the right partner, you can have a successful seminar.

By Brandon Stuerke | June 6, 2012

Don’t sit back and wait for referrals from your alliance partner. Find a way to get in front of their clients.

By Brandon Stuerke | May 9, 2012

Before you implement any new marketing strategy, you should know upfront what to expect it to yield for you.

By Brandon Stuerke | May 3, 2012

Warning: Before you host a joint seminar, make sure you’ve earned the trust of your partner’s clients.

By Brandon Stuerke | April 17, 2012

A CPA views commissions much differently than you do. So offering to split commissions is not to your advantage.

By Brandon Stuerke | April 11, 2012

If all you’re doing is promising to cross-refer clients, you’ll never stand out from the scores of advisors that want to partner with a CPA.

By Brandon Stuerke | February 14, 2012

Tired of cold mass marketing? There’s a new way to build your practice.

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