Your clients have high expectations of you and your team. The challenge is delivering on a service model that is efficient for all clients while personalizing and enhancing the experience for your top clients.
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Finding a Good Center of Influence Relationship
by Tiffany MarkarianOne 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.
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