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