Intensive Coaching for Financial and Insurance Professionals | Build Confidence, Improve Communication, Lead

Getting in Front of Centers of Influence

 

Create a referral network with Centers of Influence by finding someone you can act with. An advisor and an attorney, for instance, can create an infinite feedback loop of referral relationships just by mutually agreeing to send clients to one another. Sandy explains how to “trade referrals” thoughtfully with COIs in this month’s Power Minute.

 


If you want to learn more about expanding your Center of Influence, book a fee-waived consultation with Sandy!

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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