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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 serve their customers and clients.


Business Networking

Professional 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 meeting so many wonderful people. In fact, many of the professional relationships that we have established have also become very strong friendships that will truly last a lifetime.

Below is a list of business networking groups that C.M. Carrillo Financial Advising currently connects with on a regular basis. Each group has a presence within The Greater St. Louis Area and is comprised of some really phenomenal individuals. The list below is not an exhaustive list, but it does include the organizations with which we have the strongest relationships.

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

Business Development Team (BDT)

1st Tuesday Networking

  • A Business Networking Group in St. Louis County
  • Meetings are always the first Tuesday of each month at 4:30 P.M.
  • Address:
    Helen Fitzgerald's
    3650 S Lindbergh Blvd
    St. Louis, MO 63127

  • Cost: Free

RiverCity REI Roundtable

Jefferson County Real Estate Investor Alliance (JeffCo REIA)

The Breakthrough Coalition

Referral Partnerships

At C.M. Carrillo Financial Advising, 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.

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.

Useful Tools

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 that 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.




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