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COI Marketing: A Proven Step-by-Step Process with Tiffany Charles

Experiments in Advisor Marketing

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Building Influential Relationships

This chapter explores the initial phase of a marketing process centered on developing relationships with potential influencers, particularly in the financial advisory sector. It emphasizes structured meetings, clear communication, and the importance of mutual value to create effective influencer partnerships. Furthermore, it addresses the challenges of relationship building over time, stressing the need for commitment and a specialized approach to targeting specific demographics.

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