COI Marketing: A Proven Step-by-Step Process with Tiffany Charles
Experiments in Advisor Marketing
00:00
Qualifying Leads Through Centers of Influence
This chapter explores the art of qualifying leads from Centers of Influence (COI) through strategic introductory calls. The speaker shares insights on assessing potential clients, discusses conversion rates, and emphasizes the value of personal connections in a digital age. Reflecting on their evolving COI marketing strategies, they illustrate how collaboration among local businesses can enhance community impact and drive business success.
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