Forging Strategic Partnerships In Financial Services

Episode 033: On this week’s episode of The Connected Advisor, I talk with Rachel Cameron, Director of Strategic Partnerships at DPL Financial Partners.

Having spent most of her career in wealth management, Rachel has created integrated technology solutions and solved problems for independent wealth advisors. We talk about building successful partnerships and providing great financial services. Rachel also highlights the value of a crawl, walk, run strategy and the importance of aligning sales teams, product teams, and executives.

Key takeaways from this episode:

1. Successful partnerships require alignment and excitement from sales teams, product teams, and executives.

2. Tailoring messages and making things easy for others is crucial in providing great service.

3. Defining clear goals is crucial to the success of a partnership.

The episode is available now on your favorite podcast platform:

• Spotify

• Apple Podcasts

• Youtube

• Google Podcasts

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Kyle Van Pelt