All posts tagged network

3 Ways to Replicate Your Best Clients

by Deborah Nelson

Imagine what your business would look like if you replicated your best clients. You push hard to accomplish goals and improve efficiency, but when you are in a service-oriented industry, such as wealth advisory or insurance, it becomes harder to maintain a high level of personal service. That in turn, makes it harder to grow your overall business.

Read More
Deborah Nelson3 Ways to Replicate Your Best Clients

Finding a Good Center of Influence Relationship

by Tiffany Markarian

One question many financial advisors will ask is “How do I get more referrals from my centers of influence (COIs)?” or “How do I go about finding a good center of influence relationship?” It is enticing for financial advisors to expand their network but many soon realize setting up a strategic alliance or a professional COI relationship does not automatically turn on the flow of referrals. There needs to be a marketing and business development strategy in place, clear expectations, and proper due diligence.

Read More
Tiffany MarkarianFinding a Good Center of Influence Relationship