16 min
How To Get Referrals From Centres of Influence Conversations on Wealth
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- Education
Centres of Influence referrals, or COIs, are incredibly important in generating clients who are a good fit for an advisor’s business and client base.
In our latest episode of Conversations on Wealth hosted by Sarah Widmeyer, Christina Clement, VP, Growth and Execution at Richardson Wealth explains what advisors need to do to get the referral strategy right, including:
– Take a systematic approach
– Explain your business model and how you’re different
– Understand that the process takes time, consistency, and commitment
Centres of Influence referrals, or COIs, are incredibly important in generating clients who are a good fit for an advisor’s business and client base.
In our latest episode of Conversations on Wealth hosted by Sarah Widmeyer, Christina Clement, VP, Growth and Execution at Richardson Wealth explains what advisors need to do to get the referral strategy right, including:
– Take a systematic approach
– Explain your business model and how you’re different
– Understand that the process takes time, consistency, and commitment
16 min