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Partnership marketing

title: Partnership Marketing description: [AFW S.8.11] Securities Prospecting Method #11 published: true date: 2026-06-30T08:11:48.207Z tags: editor: markdown dateCreated: 2021-10-21T21:50:51.837Z

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The Need for Them

Building Business Partnerships with CPAs, Enrolled Agents, Insurance Agents, Real Estate Professionals, Mortage Lenders, Tax Attorneys etc.

Have you noticed that your competition is expanding their services? Would you like to offer more related services to your clients? Does a one-stop shop for your clients interest you? What if you could grow your revenue without growing your expense budget?

As a professional in the financial industry you see opportunities everyday where your clients could benefit from a variety of products and services. Perhaps you steer them to other professionals, but you know you can do better with your clients and ensure that they will be treated with the utmost care and the highest quality service.


Questions to Spark Interest

  • Do you currently advise your clients in financial services such as investments, loans, living trusts, and how they impact their taxes?

  • If not, do you outsource that business to a Trusted Advisor on a pro bono or shared compensation basis?

  • Are you open to exploring the possibility of additional streams of revenue, especially if it requires minor overhead expenses?


The Solution

This is all possible through aligning yourself with our firm. With our unique system, you are able to grow your business your way, while taking advantage of our innovative strategies and products. We help you, support you, train you in all areas required for as long as you'd like or until you are ready to go solely on your own.

Our organization has been very successful in creating partnerships with financial professionals, such as investment advisors, tax advisors, CPA's, enrolled agents, insurance agents, financial planners, real estate agents, and estate planners. Through a one-on-one training program, we take already successful professionals and prepare them for marketing additional financial services. By obtaining the appropriate licenses, they have the opportunity to offer term life insurance, investments, and living trusts.

By working with us we are able to create a joint relationship that benefits us all. Financial professionals realize the more products and services they offer to their clients, the more likely they are to retain them as lifetime clients.

  • Increase revenue and client retention with very little overhead.

  • Tap into your existing client base by adding additional Financial Services Products that compliment your existing business.

  • Earn income (if properly licensed) on mortgages, living trusts, life insurance, investments etc.


Two Ways to Partner With Us

  1. Reciprocity: The traditional model of doing business, you refer clients to us and we refer clients to you.

  2. Part-Time Advisor: Become licensed and offer our financial service products to your clients. I, the Advisor, will of course help you with the presentation, case-design, closing and paperwork.


Not-Steal Clients, Partnership Marketing Agreement

I, {Advisor}, under a Gentleman's Agreement, will treat any referrals from Mr. CPA with the following principles: - I will "do what's right" for the client, just as I would my personal clients. - Mr. Wallace will have full knowledge of what products I will market to his clients. - I will not market services to those clients that Mr. Ceepay is capable of writing. Instead, I will refer those client back to Mr. Ceepeay. - I will not refer any of Mr. Ceepeay's clients to any other insurance agents.