Video Categories
Posted on July 1, 2021
In this webinar, watch the 12 Keys to building successful partnerships with Centers Of Influence
Posted on September 1, 2020
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.
Posted on August 5, 2020
In this video, I discuss the 2nd benefit to creating COI partnerships. As you have more professional partnerships, your credibility will increase.
Posted on July 6, 2020
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
Posted on May 3, 2020
Consider these 3 reasons why you should creating a network of CPAs and attorneys.
Posted on February 3, 2020
This video shows perspectives from a CPA, attorney and CFP regarding the proper mindset of an advisor as they look to establish COI relationships
Posted on January 3, 2020
In this video, watch a simple way to get in front of a CPA
Posted on December 3, 2019
There are three types of relationships between financial advisors and COIs. The top advisors become the SELECT ADVISOR and receive referrals
Posted on October 3, 2019
As year end approaches, use this time to develop COI relationships and set yourself up for growth
Posted on September 3, 2019
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
Posted on August 3, 2019
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.
Posted on August 3, 2019
In this video, listen to an RIA describe how he gets referrals by leveraging new client relationships.
Posted on July 3, 2019
In this video you will learn why many advisors don't get referrals from COIs and why you should work to develop professional trust
Posted on June 3, 2019
This quick video shows how a financial advisor can communicate their value when meeting with a CPA
Posted on June 3, 2019
This video recaps the steps to establish COI partnerships with the final step: REPEAT THE PROCESS
Posted on June 3, 2019
This video explains the difference between personal and professional trust, and why professional trust is most important
Posted on June 3, 2019
This video discusses a few key points of the introductory meeting with a COI....and client
Posted on June 3, 2019
In Part 2, we discuss a few scripts you can use to coach your client to help make an effective introduction for you and the COI
Posted on June 3, 2019
In this video, we discuss how you can get your client prepared to make an effective introduction for you and the COI
Posted on June 3, 2019
This video explains the simple first step as you begin to approach COIs
Posted on June 3, 2019
In this video, watch how an adivsor gets agreement from a client's CPA
Posted on May 3, 2019
This video is a review of Section 4 of the COI referral course with an emphasis on How to prepare a client to set up a joint meeting
Posted on April 3, 2019
This video shows perspectives from a CPA, attorney and CFP regarding the proper mindset of an advisor as they look to establish COI relationships
Posted on April 3, 2019
This video is a review of Section 2 of the COI referral course with an emphasis on finding the right COI to partner with
Posted on February 3, 2019
In this video, listen to a CFP discuss the importance of establishing COI partnerships