Jul 30, 2020
Our team sat down last week to talk
about All Things COI’s.
Together, they answered questions from our listeners and
readers.
What am I
looking for in a COI?
How do I break through the noise and stand out to a new COI — without looking like I am just fishing for new clients?
What are some of the barriers and best practices for forming an agreement that will allow both parties to move forward with enthusiasm and mutual commitment?
How does COVID impact center-of-influence partnerships?
Tune into the conversation and get ready to
take notes. If you have ever struggled to connect with a COI,
explain what you do, or build a relationship where they feel
comfortable referring their clients to you, then you are about to
get a secret weapon.
In a discussion facilitated by our Executive Podcast Producer Eric
Lee, you will hear Patrick Brewer, David DeCelle, and Dan Allison
share strategies for establishing mutually beneficial
relationships, overcoming objections, and making an impact.
Did you like
this conversation? Then leave us a rating and a review in whatever
podcast player you use. We would love your feedback, and your
ratings help us reach more advisors with ideas for growing their
practices, attracting great clients, and achieving a better quality
of life. While you are there, feel free to share your ideas about
future podcast guests or topics you’d love to see
covered.
Our
Team
Model FA
Creative Director and Executive Podcast Producer, Eric
Lee
Model FA Founder and Podcast host, Patrick
Brewer
President of Model
FA, David DeCelle
Founder
and President of the Feedback Marketing Group, Dan
Allison
If you like this podcast, you will love our
community! Join the Model FA Community on Facebook
to connect with likeminded advisors
and share the day-today challenges and wins of running a growing
financial services firm.