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Paresh B. Shah, CFP imageAurora L. Tancock, CFP, FLMIR.J. Kelly, AEP, MSFS
Paresh B. Shah, CFP
Aurora L. Tancock, CFP, FLMI
R.J. Kelly, AEP, MSFS
Jun 25, 2020

Generating quality introductions from centers of influence

Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it. In this webinar, two MDRT members share their methods of working with centers of influence, including why making those connections is so essential. They explore ways to get introductions, how to build relationships that result in introductions to prospects, and how centers of influence can lead to building a referral-based practice.
Centers of influence
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Author(s):

Paresh B. Shah, CFP image

Paresh B. Shah, CFP

Aurora L. Tancock, CFP, FLMI

Secretary

R.J. Kelly, AEP, MSFS

R.J. Kelly, AEP, MSFS

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