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.
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
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!
What do you do if you have a team of trusted COIs that may be more competent than the CPA or attorney of your client? In this video you will hear comments from an RIA with respect to initially approaching your client's COI.