by Sarano and Brooke Kelley | Nov 6, 2020 | COIs, Mastermind Groups, Networking
Successful financial advisors understand the value of networking with members of their client’s financial team — Centers of Influence (COIs). They’ve developed a plan to reach out to COIs and to educate them about the services and products they provide. They know...by Sarano and Brooke Kelley | Nov 4, 2020 | COIs, Mastermind Groups, Networking
As a financial advisor, it’s important to gather the names of the Centers of Influence ( COIs)  who are members of your client’s financial team. Coordinating your efforts on behalf of the client will help ensure his or her ultimate goals are met. It also provides...by Sarano and Brooke Kelley | Nov 2, 2020 | COIs, Mastermind Groups, Networking
Developing relationships with Centers of Influence ( COIs ) is key to building a network of influential people who can help you grow your business. Often, one of the easier ways to go about this is to acquire the names of your clients’ COIs.  If you’re like a lot of...