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Episode Summary

Today, our guest on The PARTNERNOMICS Show is Melissa Chambers, Senior Director of Strategic Partnerships at Guideline, a fintech platform expanding access to retirement for over 29,000 small and medium businesses. Guideline is #4 for most 401(k) plans added last year in the 2021 Recordkeeping Survey from PLANSPONSOR, and partnerships are key to their growth.


Topics Covered

  • Background: Do lawyers have an advantage when it comes to the partnering profession?
  • Hiring a PDL: What’s one thing hiring managers should look for or look out for when reviewing resumes of PDLs?
  • Budget: Should partnering and marketing share budgets?
  • Org Structure: Where have you seen partnerships sit within a company and be most successful?