Heat Up Your Referral Opportunities!

Heat Up Your Referral Opportunities!

Most financial advisors work to develop relationships with other professionals (COIs-centers of influence) to generate more referral opportunities.  Ironically, one of the most frequent complaints we hear from advisors is that their relationships with other professionals (ie. CPAs, Estate Attorneys, Bankers, Insurance, etc.) tend to be one-sided. They give referrals to other people while seeing…

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