Financial Services Synergy Team

The Financial Services Synergy Team is typically made up of the following professions:

  • Accountants
  • Bankers
  • Bookkeepers
  • Commercial Insurance Agents
  • Financial Planners
  • Estates, Wills and Trusts Attorneys
  • Family Law Attorneys
  • Tax Attorneys

The preceding is simply a list of professions that tend to have natural business synergies but, is by no means, a complete list.  There may be other professions and or specialties that could be added.

Additionally, a professional may find that they fit into more than one Synergy Team and thus could be a member of say, two Synergy Teams.  Be careful though…you want to make the most of the 80/20 rule and pick a Synergy Team that best fits your Business Networking objectives.  A rifle approach to any marketing plan is always better than a shotgun approach!

– What to do next

Once you’ve identified which Synergy Team would bring you the most referrals, contact other professionals from the list and meet with them as a group for coffee and discuss strategic alliances.  Brainstorm ideas as to how your Synergy Team can work together to bring more referrals to each other.

Not only discuss marketing ideas, discuss HOW you can team up to make those marketing efforts more effective than just doing the same things alone.  Make believe that you all work together at a company that you are all partners in.  Discuss how you can collaborate to promote that company as a whole.

Remember, it’s the sum of the parts that are greater than the whole.

(Warning: Before you try forming a Synergy Team, be sure you have mastered the basic skills of Business Networking and have adopted that philosophy as your own; otherwise you and your team will fail)

3 Responses to “Financial Services Synergy Team”

  1. Bryan Daly says:

    Great Job Jeff I am looking forward to working in teams

  2. me too, there will be natural synergies all around!

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