Pro Partners Pipeline – Exclusive Offer for FSP Members

Strategic partnerships with industry professionals will grow your business.

Connecting with professionals—CPAs, mortgage brokers, bankers—that serve your target audience but are not direct competitors creates the potential for collaboration and business sharing. Not only can these partnerships drive referrals, but they can also lead to joint promotional efforts, doubling or tripling your reach.

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Unlock a New Pipeline: Building Strategic Professional Partnerships

Learn how rethinking your approach to working with complementary professionals can accelerate the growth of your business.

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To help you create these relationships, we position our clients as owners or representatives of financial services firms who can help other professional to better service their clients by providing additional expertise and resources in the areas of executive benefits, estate planning, and succession planning for business owners and high-net-worth individuals.

Combined with our proven appointment setting methodology, this program benefits your business by providing you with:

  • Qualified and verified face-to-face meetings with professionals who are seeking partnerships with experienced financial services professionals
  • Meetings with professionals wanting to better serve their clients while also increasing their revenues by providing insurance/financial services to their clients
  • Partnerships/alliances with professionals to provide a pipeline of highly qualified referrals and the opportunity for high-growth revenue streams
  • CPA-Appointment-Business-Intelligence

To prepare you to succeed in this meeting, The PT Services Group provides a business intelligence report so that you can enter an appointment prepared and informed. Click the image to see the scope of information that we provide on these reports.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to discuss how our Pro Partners Program can benefit your business.

Unlock a New Pipeline: Building Strategic Professional Partnerships

The nature of another professional’s business means that a CPA alliance or other professional partnership, while potentially rewarding, will function much differently from your other prospecting strategies. Leveraging a relationship will require a shift in your thinking and a strategy that aligns with the realities of your business and the realities of your partners’ businesses.

Here are some points to consider as you work to incorporate pro partners into your sales pipeline:

  • Engaging a fellow professional will require a sales process, but this sales process will be much different from the one you use with customers.
  • Approach each partnership with the understanding that the relationship should be a mutually beneficial professional relationship, one where each party helps the other.
  • Because of the relationship element inherent in partnerships, building up trust is crucial and can also take time, so be patient.

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