Centers of Influence

Centers of Influence (COIs) might be a good source of referrals for many advisors.

However, when you are referring to your network of COIs in front of a client, how do you position it? In other words, does your client see the benefit in being introduced to your professional network?

Listen to this short clip from the Always On podcast to hear about a better way to position COIs in front of clients and prospects. Stream the entire episode by clicking here: https://paretosys.co/AODM_ep37