How to monitor and adjust existing relationships with centers of influence

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA

Episode breakdown:

0:33—Identifying if a relationship is reciprocal
3:23—Considering the reason to connect with a COI in the first place
5:05—Being honest and transparent about what’s best moving forward
8:00—Likening professional relationships to dating

in MDRT PodcastOct 3, 2022

How to monitor and adjust existing relationships with centers of influence

What do you do if a COI hasn’t referred back to you? Or your instinct tells you that this professional relationship might not work out? In this episode, MDRT members share how they check in on their interactions with COIs to ensure the dynamic remains beneficial.

Centers of influence

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How to monitor and adjust existing relationships with centers of influence

Author(s):

MDRT Podcast

Featured in this audio

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA