Can the advisors in your life do more for you working together than working alone?
Eric Partin spent more than 30 years in insurance before a three-day retreat changed how he ran his business. He is co-founder of EDP Assurance and author of Collaboration Is the New Currency.
Eric and Ben talk about trading competition for collaboration, serving the right 100 clients instead of chasing 1,000, and how a Virtual Family Office puts your tax, legal, and financial professionals on the same team.
Eric also shares the mindset change that ended his high-pressure selling for good. Listen now.
Listen on Apple Podcasts | Spotify | YouTube
Discover more from IRS Trouble Solvers
Subscribe to get the latest posts sent to your email.