Podcast #5: Who has the most and least satisfied partnerships?

Michael: Well, and to me it’s very powerful just the idea of particularly once you’re beyond a two-person partnership and there’s three-plus people in the room, like, just clarifying, “Here are the kinds of decisions where we don’t move forward unless we have unanimous voting, like, everybody’s got to get on board, ” versus, “Here are the decisions that, you know, we’re going to talk about it, and then we may agree to disagree, and then we’re going to move with whatever the consensus is and we’re going to ask everybody to be on board with that.” And I feel like it’s something that sometimes happens implicitly in partnerships or just, you know, group meetings in general, but sometimes it doesn’t happen in a way that everybody is happy with, particularly if you’re the one that’s getting outvoted on an issue.

Read More

TAGS: Partnerships, assessments, compatibility

Podcast #4: Does your business partner share your values?

Tanya: There are 12 different driving forces and we like to look at the top 4 for each person. And it’s kind of where you start to see whether someone values doing a lot of research versus making their decisions based on intuition, or whether they value collaborating, or whether they value doing things the way they’ve always done versus thinking outside the box. It’s kind of just these different trade-offs of what values people bring in. So we kind of like to see how they line up.

Read More

TAGS: Partnerships, Facilitation, Merging, values, compatibility, problems

Podcast #3: What is The Partnership Resource's PROCESS? What is the first step?

Michael: So can you talk to us then a little bit about, like, what do you do? You know, I’m a solo advisor, you know, I’ve been going to my local FPA chapter meetings for a while, I’ve met another advisor in the area, I get on well with her, she gets along well with me, we’re thinking about working together and forming a partnership. We have no idea what we’re actually getting into because neither of us has been in a partnership before. So, you know, we call Tanya and say, “We’re thinking about doing a partnership, we don’t want to screw this up. So help us.” Like, what do you do? What would the process be from there? How would you work with us going forward?

Read More

TAGS: values, compatibility

Podcast snippet #2: Who does The Partnership Resource help? How many partnerships need help?

In June 2018, I was interviewed by Michael Kitces for his Financial Advisor Success podcast. The full interview, at 90 minutes, is here: I am making some "bite size" passages of the interview available here.

Read More

TAGS: Partnerships, Facilitation, assessments, compatibility

Podcast snippet #1: What is the Partnership Resource?

On June 19, I was a guest on the Michael Kitces podcast, "Financial Advisor Success"  The whole interview was 90 minutes long, so I am going to publish some bite-size snippets from the transcript.  The full podcast and transcript are here:

Read More

TAGS: Partnerships, Facilitation, Coaching, Mediation, compatibility


  • Form strong partnerships
  • Resolve partnership conflict
  • Reinforce your partnership dynamics

Recent Posts

Please enter your email to receive updates and notices of events: