Ep. 27 Working Effectively with Partners
IDEAL Plans Ideal Advisors
English - September 14, 2020 16:00 - 21 minutes - 15.1 MBCareers Business Entrepreneurship financial advisors advisory practice coaching coaching programs referrals prospecting client engagement growth advisors marketing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep. 26 Create an Ideal Work Week for Work/Life Balance
Partnerships can drive financial practices to new heights of success. They can also be very stressful and damaging to the participants if there isn’t a high degree of compatibility and alignment. There are many reasons you should have a partnership such as scalability, enhanced business value, and leveraging of different resources and skill sets. No matter the motivation for having the partnership there are many factors that go into forming, maintaining, and optimizing it.
In this podcast we'll explore how to optimize your partnership so that you can effectively execute your shared business vision. You will do this by identifying and then solving the key issues that can damage a partnership - communication, personality, and motivation.