Dan Allison

Dan Allison, owner of The Exchange and a marketing expert for financial advisors, dives into the crucial dynamics of securing referrals from Centers of Influence (COIs) like accountants and attorneys. He outlines how COIs often hesitate due to reputation concerns and offers strategies to build trust over time. Listeners will learn effective networking tips, the importance of personalized gratitude, and how ongoing communication fosters fruitful partnerships. Allison also discusses identifying the right COIs and rethinking success to focus on relationships over mere wealth.