Develop strategic alliances
The best alliances are firm-to-firm relationships (not adviser-to-adviser ones), where the relationship is formalized with some kind of partnership agreement.
-John J. Bowen Jr., president and CEO of CEG Worldwide
You want to cultivate strategic alliances with other professional advisers who are excellent referral sources. The best alliances are firm-to-firm relationships (not adviser-to-adviser ones), where the relationship is formalized with some kind of partnership agreement [...] It's important, of course, to have an extensive and comprehensive network of contacts with the media, lawyers, accountants, and various other referral sources. But it's even more important to be able to hand that network off cleanly to a buyer.
-John J. Bowen Jr., president and CEO of CEG Worldwide, in Sweat Equity
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