How can you get your COIs to refer business back to you?

In this episode, hosts Stephen Boswell and Kevin Nichols, discuss why COI (center of influence) relationships work. They take you through several tips on how to get your COIs to refer business back to you. One out of five affluent investors found their financial advisor through another professional, so these referrals are important to your business.

In this episode you’ll learn:

• When a direct approach is appropriate
• How to take a COI through your process
• What strategies to put in place to stand out
• When to drop a COI partnership
• And more!

Tune in now and learn how to take your COI relationships to the next level.

Resources:

WealthVest | The Oechsli Institute | Advisor Coaching | Educational Worksheet

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