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...
by Sarano and Brooke Kelley | Aug 26, 2020 | Mastermind Groups, Networking
Creating a network of Centers of Influence (COIs) can make the difference between having a mediocre practice and a highly successful one. Interestingly enough, every client you meet with has the potential to introduce you to a multitude of COIs in his or her world....
by Sarano and Brooke Kelley | Aug 21, 2020 | Mastermind Groups, Networking
Your world is filled with Centers of Influence (COIs). However, many advisors never take the time to identify the COIs in their own community. Have you? Most commonly we think of COIs as being CPAs and attorneys, but the COI world expands way beyond these two...
by Sarano and Brooke Kelley | Aug 6, 2020 | Mastermind Groups, Press Release
FOR IMMEDIATE RELEASE Contact: Chris Dungworth [email protected]  [Los Angeles, CA, July 23, 2020] Exit Planning Institute (“EPI), a trendsetter in the area of exit planning and value acceleration, and the only organization that offers the Certified Exit...
