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What if the biggest threat to your partnership isn’t the market or competition—but the way you set it up from day one?
In this episode, I walk you through the 10 worst practices in financial advisor partnerships—from skipping the discovery phase to avoiding conflict, neglecting legal protections, and failing to plan an exit strategy. I’ll also show you why cultural fit, role clarity, and honest communication are non-negotiables if you want your partnership to survive.
🎯 What You'll Learn:
- Why rushing into a partnership without discovery almost always backfires
- How avoiding conflict destroys communication and trust over time
- Why every partnership needs a “prenup” to protect against messy exits
⏰ Timestamps:
(04:16) The three pillars of a partnership
(06:32) How poor communication puts partnerships in a death spiral
(12:05) How legal protection saves you from business divorce
(15:00) How revisiting agreements keeps partnerships alive
(16:49) Why adaptability matters more than perfect plans
Related: How To Transition to an Advisory Model—Without Blowing up Your Existing Business