How Financial Advisors & Insurance Agents Can Break Free From Endless Prospecting and Burnout
Collaboration Is The New Currency reveals how advisors can shift from competition to collaboration—building stronger partnerships, serving clients better, and achieving lasting growth.
This book isn’t about working harder. It’s about working smarter—creating a practice that supports your life instead of running it. Whether you’re just starting out or ready to evolve your business model, you’ll find a clear path to building a thriving, balanced, and sustainable practice.
What’s Inside?
The proven “NOW – WHERE – HOW” framework to transform your firm
This Book is for you if…
You’re a financial advisor or insurance agent tired of constant prospecting and competition
You want to grow your practice without sacrificing your personal life
You’re ready to form strategic partnerships that generate consistent clients
You want to stand out by offering holistic, high-value planning through a Virtual Family Office
You’re looking for a proven system to increase revenue and long-term client retention
You want a business that supports your life—not one that consumes it
Don’t let another tax season go by stuck in survival mode.
Get your FREE copy of The Art of Proactivity today
and learn how to:
- Add revenue without adding hours
- Build your “second business under one roof”
- Use a step-by-step model already working for 1,200+ professionals
About the Authors
Eric Partin
Eric Partin is a seasoned insurance professional with over three decades of experience. A former college soccer goalkeeper, Eric found his calling in helping others secure their financial futures. He leads a successful practice specializing in Medicare, health, life, and long-term care insurance. Eric is a Certified Estate Planner and has held Series 6 and 63 licenses. An avid cyclist and saltwater fishing enthusiast, Eric brings a unique blend of professional expertise and personal values to his work, revolutionizing the insurance industry with innovative strategies.
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free copy of Collaboration is the New Currency
The five pillars of sustainable practice growth
How to build a Virtual Family Office that sets you apart
Mindset shifts to build a business that supports your life
Systems for consistent client introductions and retention
Proven strategies to grow through partnerships, not prospecting
The Team Based Model transforming competition into collaboration
Build a Practice That Works for You.
Discover the model helping advisors grow through collaboration, not competition.
Jonie Welborn
Jonie Welborn is a versatile insurance professional with a unique background in entrepreneurship. After successfully running her own diner, Jonie transitioned into the insurance industry, quickly advancing from an assistant role to becoming a licensed agent to now Vice President of Landmark 828. She specializes in Medicare, health, and life insurance, bringing a client-centered approach to her practice. Jonie’s business acumen extends to managing multiple enterprises, including storage facilities and commercial properties. Her farm-bred work ethic and commitment to treating clients like family set her apart in the insurance and financial services sector.
