OUR BLOG
Initiating Contact with Your Clients’ Centers of Influence (COIs)
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...
Building Relationships with Your Clients’ COIs
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 how...
Overcoming Objections: Getting Clients Onboard
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 an...
Acquiring the Names of Clients’ COIs
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...
Building Your COI Network
Why You Need to Build a Network of Centers of Influence (COIs) Every person in your network is significant to your business, but Centers of Influence (COIs) are a central relationship “hub.” They are trusted professionals such as accountants, attorneys and many...
Jumpstart Your Aspirations by Playing ‘The Game’
What’s keeping you from pursuing your dreams? Procrastination? Too much daydreaming? Disorganization? In our experience, it can be all of those things. This is where “The Game: Win Your Life in 90 Days” acts like a catalyst to give you and your aspirations a huge...
Start Winning at Life by Playing ‘The Game’
When I was young, I loved to read comic book stories about superheroes like about Superman, Batman and the X-Men. They convinced me that whatever I wanted to do was possible right now. Their adventures stimulated my imagination and inspired me to explore the limits of...
