Financial & tax advisers
CPAs, bookkeepers, tax preparers, payroll professionals, and fractional CFOs.
THE DREAMS STRATEGIC ALLIANCE PLAYBOOK
Better together.Build an alliance
around shared value.
Connect with professionals who already advise and serve business owners. Understand their clients, protect the relationship, and make a useful introduction when there is a fit.
01 / COMPLEMENTARY RELATIONSHIPS
Who already serves
the people you can help?
Look for shared clients and complementary expertise. Keep this conversation focused on professional alliances.
Insurance & benefits advisers
Benefits brokers, P&C agents, life agents, and workers’ compensation specialists.
Business advisers & coaches
Management consultants, business coaches, AI consultants, and exit-planning advisers.
Real estate & facilities
Commercial brokers, equipment-leasing professionals, property managers, and facility providers.
HR & workforce professionals
HR consultants, staffing firms, wellness advisers, and training providers.
Marketing & technology
Marketing agencies, CRM consultants, automation firms, and business-focused media.
Industry specialists
Professionals serving manufacturing, construction, hospitality, logistics, and other business communities.
Associations & networks
Chambers, trade associations, franchise groups, and referral networks.
Legal & structural advisers
Business attorneys, employment advisers, and M&A professionals.
Operations & logistics
Fleet, delivery, security, and operational service providers who know their clients’ priorities.
02 / A REASON TO COLLABORATE
Bring something useful
to an existing relationship.
The Dreams Score overview can help organize a broader business conversation. A specialist review determines what is relevant.
More context for the client
Explore questions that sit outside the partner’s core service without disrupting the advice they already provide.
A clearer handoff
Agree on the right client, who will speak with them, what information is needed, and how the partner stays informed.
A relationship worth protecting
Set expectations for scope, follow-up, confidentiality, and any permitted compensation before making introductions.
DDebt
RRetirement
EExpenses
AAssets
MMoney
SSecurity
03 / BUILD THE RELATIONSHIP
Start with one client.
Make the process clear.
A small, well-managed introduction gives both sides a way to learn.
Learn about their clients
Ask whom they help, what those clients ask for, and where complementary support would be welcome.
Agree on a useful introduction
Choose a clear client profile and a relevant concern. Request the client’s permission before sharing details.
Bring in the right specialist
Define the scope of the review and the information the specialist needs.
Discuss what the review found
Keep findings specific to the client and let the client decide whether to proceed.
Close the loop
Thank the partner and share an appropriate status update. Review the experience before expanding.
THE ALLIANCE CONVERSATION
Make the expectations
as clear as the opportunity.
- Who is an appropriate introduction?
- How will you ask for the client’s permission?
- Who owns the next action and follows up?
- Which services require licensed or qualified professionals?
- What, if any, compensation is allowed and documented?
Referral compensation depends on the program, signed agreement, professional obligations, and applicable rules. Agree on the terms before discussing a payment with a client or partner.
04 / FIND YOUR WORDS
Lead with their clients.
Explore the fit together.
Five moments in a thoughtful partner conversation.
A little context makes it yours.
The drafts update as you type. Nothing is saved or sent.
THE INITIAL CONVERSATION
Hi [First Name], I noticed [Shared Detail]. I work with Dreams Business Resources, and I’m interested in learning about the business owners you serve. Would you be open to a short conversation about whether our resources could complement the work you already do? [Your Name]
Ask about their practice before describing the entire program.
UNDERSTAND THE NEED
Which business questions do your clients bring to you that fall outside your core service? When a client needs help in one of those areas, how do you usually decide whom to introduce?
Listen for the standard you would need to meet to earn their trust.
A SMALL FIRST STEP
If we find a relevant resource for a client, would you be comfortable asking whether they would like an introduction? We can agree on the scope and how you stay informed before moving ahead.
The partner and client choose whether an introduction is welcome.
PROTECT THE RELATIONSHIP
It sounds like protecting your client relationships is important. What would you need to see or understand for a small first introduction to feel comfortable?
Acknowledge the concern. Avoid promising that the partner will have no work or no risk.
KEEP IT PRACTICAL
Would it be useful to look at a sample Dreams Score overview together and decide whether one client comes to mind? If there is a fit, we can clarify the process and current program terms before taking the next step.
Keep the first commitment small and follow through on it.
05 / THE COMPLETE PROGRAM
Build the alliance
with the right resources.
Use the current program materials when moving from an introduction to an agreement.
YOUR NEXT MEANINGFUL ACTION
Think of one adviser you already know.
Ask about the business owners they help and one issue those clients keep bringing up. Start there.