Collaboration vs Referrals and the Power of the Platform with Anna Halaburda Jan 25, 2024
In this conversation, Growth Driver Anna Halaburda CPA CFP CBEC discusses the importance of collaboration and platform in business advising. She shares her background as a CPA and CFP and explains how she started Be Ready Exits, a business advisory firm focused on exit planning. Anna emphasizes the need for collaboration among advisors and the importance of protecting client relationships. She also highlights the value of using a platform like Growth Drive to provide comprehensive business advising services. The conversation concludes with Anna's advice for advisors and the benefits of eating your own dog food.
Takeaways:
- Collaboration is key in business advising, as it allows advisors to leverage each other's expertise and provide comprehensive solutions to clients
- Using a platform like Growth Drive can enhance collaboration by providing a common framework and tools for advisors to work together
- Advisors should test new tools and methodologies on their own businesses before recommending them to clients, in order to build trust and understanding
- Eating your own dog food and implementing best practices in your own practice is essential for advisors to demonstrate the value of their services
