COI Marketing: A Proven Step-by-Step Process with Tiffany Charles
Experiments in Advisor Marketing
00:00
Building Effective Centers of Influence
This chapter explores the critical role of identifying and nurturing Centers of Influence (COIs) in the financial advisory field. It emphasizes the preference for relational connectors over transactional individuals, highlighting unique professions that can serve as impactful COIs. The chapter offers a structured approach to establishing strong partnerships, including strategies for initial meetings, setting boundaries, and assessing compatibility for mutual growth.
Transcript
Play full episode
