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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 top ones, and some advisors even use other advisors with a specialized niche. You need to be proud and confident that when you ...

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    Topics: client referral strategy for financial advisors, how advisor can generate referrals, Marketing

    July 16 2010, Friday links and blogs roundup

    Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:

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    Topics: facebook for financial advisors, FINRA regulation updates, General, how advisor can generate referrals, increase traffic for financial websites, marketing guide for RIA