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Business Collaboration
Business Networking | Referral Partnerships | Collaborative Alliances

Within the business community, companies can have different types of relationships with one another. For example, companies may establish: Referral Partnerships, Strategic Alliances, Collaborative Alliances, etc. The nature of these relationships determines how companies work with one another as they work to help their customers and clients.

Business Networking

These relationships are routinely formed when businesspeople connect with one another through the business networking community. C.M. Carrillo Financial Advising has been active within the St. Louis business networking community for a number of years. Over time, we have been involved with a number of different business organizations and it has certainly been an incredible experience establishing so many wonderful relationships. In fact, many of the professional relationships that we have established have also become very strong friendships that will truly last a lifetime.

"A meeting without a nice spread should be an email."
- C.M. Carrillo

Referral Partnerships

When it comes to a number of industries, C.M. Carrillo Financial Advising has some absolutely phenomenal Referral Partnerships with a variety of reputable companies that are active within the business networking community. We greatly value these relationships, and so do many of our clients. Consequently, we are very proud to feature some of our trusted referral partners on various pages of our website.

The Insurance Underwriting - Health & Wellness Page
The Carrillo Lifestyle Page
The Debt Management Page
The Long Term Care Planning Page
The College Planning Page
The Medicare Page
The ESBI Page
The Carrillo Gallery Page

We believe building relationships with trusted referral partners is very important because it gives us the
opportunity to connect with more people and impact more lives.
If you are interested in establishing a Referral
Partnership with our firm, reach out to us.
We always enjoy making new connections and exploring possible synergies.

Collaborative Alliances

When it comes to the accounting industry, C.M. Carrillo Financial Advising absolutely rejects the idea of Referral Partnerships. This is quite simply because we prefer to establish Collaborative Alliances with Certified Public Accounts. Collaborative Alliances are fundamentally different than Referral Partnerships. They are much more substantial in a variety of ways. Ultimately, what sets The Accounting Industry apart from all others is the fact it plays such an integral role within the overall financial planning process. Consequently, the relationships that exist between Financial Advisors and Certified Public Accountants are unique and very special.

Helping You Transform Your Vision Into Your Reality

C.M. Carrillo Financial Advising does not render tax or legal advice.