Centers of Influence
Stop Giving Referrals Away. Start Building a System That Pays You Back.
Most financial professionals believe Centers of Influence are the holy grail of growth. And yet, after 20 years in the business, the average advisor has one COI who actually refers business.
That ends here.
To check where you stand on the variety of Centers of Influence, take the assessment below.
If you’ve given far more referrals than you’ve ever received, you’re not doing COIs wrong, you’ve just never been taught a real COI process.
This is not networking.
This is not lunch roulette.
This is not hoping your CPA “eventually” comes through.
This is a systematic, repeatable COI strategy that top private wealth advisors use to shortcut prospecting, access money in motion, and fundamentally change the trajectory of their careers.
Want to learn a strategic, scalable framework grounded in Coopetition and game theory, designed for real-world execution?
THE PROBLEM (Why COIs Don’t Work for Most Advisors)
Everyone talks about how powerful COIs could be.
But here’s the reality:
- You refer clients to CPAs, attorneys, and estate planners
- You buy the lunches, send the gifts, make the introductions
- And the referrals… rarely come back
After decades in the industry, most advisors have zero to five COIs who refer consistently. The average? About 1.2.
That’s not a strategy.
That’s a disappointment.
THE REALITY (What High-Performing Advisors Know)
Elite advisors don’t rely on cold calls.
They don’t rely on seminars.
They don’t rely on luck.
They rely on Centers of Influence because:
- COIs are the first to know when money is in motion
- COIs provide third-party credibility and endorsement
- COIs already have access to people wealth advisors want to serve
- COIs dramatically reduce the time, effort, and cost of prospecting
A great COI can move you to the front of the line.
But only if you stop doing COIs randomly and start running them like a system.
To check where you stand on the variety of Centers of Influence, take the assessment below.
THE SOLUTION (The Kelley Group COI System)
A Proven, 12-Step COI Process
Built to be run like a finely-tuned machine.
This system shows you how to:
- Identify the right COIs (not just the obvious ones)
- Interview and qualify COIs the same way you qualify clients
- Stop wasting time on professionals who will never reciprocate
- Build a small, elite group of COIs who actively refer
- Create predictable deal flow without cold prospecting
This process has been rolled out nationwide at 4 major financial advisory firms in the US and is being implemented at a major financial advisory firm in Canada.
It works because it replaces hope with structure.
Ready to Stop Guessing and Start Building COIs That Actually Work?
