With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA

Episode breakdown:

0:30 – Challenges involved in utilizing centers of influence to find the right clients

1:20 – Determining what value you can provide to centers of influence

3:35 – Reframing your thinking to overcome fear about developing COI relationships

7:24 – The benefits of distributing an At-A-Glance card

10:11 – Developing additional educational materials for both clients and COI

11:46 – Creating new opportunities to develop clarity and relationships with COI

14:08 – Establishing the importance of you and COIs staying present in each other’s lives

16:07 – Creating a strong sense of reputation and reciprocity

19:44 – Documenting your recommended COIs to clients

Listen to the monthly series, MDRT Presents: @mdrtpresents