The 12 Keys to Building COI Relationships
In this webinar, watch the 12 Keys to building successful partnerships with Centers Of Influence
July 1, 2021
Benefits of a COI Partnership #3: Differentiation
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.
September 1, 2020
Benefits of a COI Partnership #2: Credibility
In this video, I discuss the 2nd benefit to creating COI partnerships. As you have more professional partnerships, your credibility will increase.
August 5, 2020
Benefits of a COI Partnership #1: Client service
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
July 6, 2020
Why you should develop a COI network
Consider these 3 reasons why you should creating a network of CPAs and attorneys.
May 3, 2020
Don’t waste time
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!
April 3, 2020
Faith vs fear
In this video, watch how faith can help keep focused on your goal in the midst of COVID-19
March 3, 2020
Further the relationship
This video shows perspectives from a CPA, attorney and CFP regarding the proper mindset of an advisor as they look to establish COI relationships
February 3, 2020
January 3, 2020
Be the select advisor
There are three types of relationships between financial advisors and COIs. The top advisors become the SELECT ADVISOR and receive referrals
December 3, 2019
Year-end idea
As year end approaches, use this time to develop COI relationships and set yourself up for growth
October 3, 2019
The first 6 months
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
September 3, 2019