In this episode, Steve Fretzin and Jeremy Streten discuss:

  • The business lifecycle of every business. 
  • Building relationships with your clients. 
  • Thinking about what is in it for the other person. 
  • Multiway wins with cross marketing. 


Key Takeaways:

  • It is cheaper to get work from existing clients than from new clients. 
  • Even if it is not your area, you can serve your clients by building networks of trusted professionals to whom you can refer your clients with confidence. 
  • Cross marketing, especially at a full-service firm, is a way to best serve your clients, your firm, and to best serve your origination. 
  • Be the person that others can talk about their business to. 


“Look for those opportunities, and try out these different approaches. Different approaches will work with different clients; test it out, and you’ll find you’ll get a good return.” —  Jeremy Streten


Connect with Jeremy Streten:  






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Connect with Steve Fretzin:

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Show notes by Podcastologist Chelsea Taylor-Sturkie


Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it. 

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