You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:30 – Challenges involved in utilizing centers of influence to find the right clients
1:20 – Determining what value you can provide to centers of influence
3:35 – Reframing your thinking to overcome fear about developing COI relationships
7:24 – The benefits of distributing an At-A-Glance card
10:11 – Developing additional educational materials for both clients and COI
11:46 – Creating new opportunities to develop clarity and relationships with COI
14:08 – Establishing the importance of you and COIs staying present in each other’s lives
16:07 – Creating a strong sense of reputation and reciprocity
19:44 – Documenting your recommended COIs to clients
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:30 – Challenges involved in utilizing centers of influence to find the right clients
1:20 – Determining what value you can provide to centers of influence
3:35 – Reframing your thinking to overcome fear about developing COI relationships
7:24 – The benefits of distributing an At-A-Glance card
10:11 – Developing additional educational materials for both clients and COI
11:46 – Creating new opportunities to develop clarity and relationships with COI
14:08 – Establishing the importance of you and COIs staying present in each other’s lives
16:07 – Creating a strong sense of reputation and reciprocity
19:44 – Documenting your recommended COIs to clients
