The 12 Keys to Building COI Relationships
In this webinar, watch the 12 Keys to building successful partnerships with Centers Of Influence
In this webinar, watch the 12 Keys to building successful partnerships with Centers Of Influence
In this video, we discuss the 3rd benefit to creating COI partnerhips. As you have more professional partnerships, you differentiate yourself from other financial advice professionals in your area.
In this video, I discuss the 2nd benefit to creating COI partnerships. As you have more professional partnerships, your credibility will increase.
There are several benefits to creating COI partnerships. In this series, you will learn about 4. This first video discusses the main benefit: SERVICE TO THE CLIENT
Consider these 3 reasons why you should creating a network of CPAs and attorneys.
This is a great time to evaluate your life. Many of you are working from home. Use this as an opportunity to reflect on family, business / career, and personal development. Prepare yourself to accelerate!
In this video, watch how faith can help keep focused on your goal in the midst of COVID-19
This video shows perspectives from a CPA, attorney and CFP regarding the proper mindset of an advisor as they look to establish COI relationships
There are three types of relationships between financial advisors and COIs. The top advisors become the SELECT ADVISOR and receive referrals
As year end approaches, use this time to develop COI relationships and set yourself up for growth
The first 6 months is where you put in the most work with your client. Listen to an RIA discuss this prime opportunity to grow your business