Oct 29 2015

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!