by Sarano and Brooke Kelley | Aug 5, 2019 | Mastermind Groups, Networking
In a previous blog, we talked about the three discovery stages that take place when meeting with your clients’ Centers of Influence (COIs). They are: Learning about their business philosophy. Educating them about you and your business. Exploring ways you can work...
by Sarano and Brooke Kelley | Jul 29, 2019 | Mastermind Groups, Networking
The three discovery stages when meeting with your clients’ Centers of Influence (COIs) are: Learning about their business philosophy. Educating them about you and your business. Exploring ways you can work together. At the first meeting, you will want to use what we...
by Sarano and Brooke Kelley | Jul 22, 2019 | Mastermind Groups, Networking
While most financial advisors understand the value of networking with influential people in their community and those associated with their target markets, often they fail to make the right impression when meeting face to face with a Center of Influence (COI). One of...
by Sarano and Brooke Kelley | Jul 15, 2019 | Mastermind Groups, Networking
Have you gathered the names of your clients’ Centers of Influence (COIs) and started calling to set up a time to meet with them, only to have them respond with, “I’m too busy”? If so, here’s a script to help you overcome the COI’s objection to meeting with you: COI:...
by Sarano and Brooke Kelley | Jul 8, 2019 | Mastermind Groups, Networking
Have your clients provided you with the names of their Centers of Influence (COIs)? If so, kudos to you for completing the first step to building a network of these professionals. However, if the list is still sitting on your desk because you’re not sure about your...
by Sarano and Brooke Kelley | Jul 1, 2019 | 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...