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    Five Ways to Build a Referral Network with Centres of Influence

    Your centres of influence (COIs) are your more profitable sources of referral business. Lawyers, accountants, mortgage brokers and realtors are the ...

    Advisors: Increase client retention and referrals with higher yields

    Getting new clients is hard. And once you've got them how do you keep them? Attentive customer care is important but ultimately it's about delivering ...