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Tag Archives: centers of influence

Identifying if a COI relationship is reciprocal 

Posted on October 12, 2022 by Matt Pais

We talk a lot about the value we provide to centers of influence (COIs). If it’s a reciprocal relationship, they have to provide value to us as well. So, are...

Posted in Marketing | Tagged centers of influence, marketing, mdrt podcast | Comments Off on Identifying if a COI relationship is reciprocal 

How to get luckier with centers of influence

Posted on February 19, 2020 by wschmeiser

Luck is defined as “success or failure apparently brought by chance rather than one’s own actions.” The key word is “apparent” because it brings into play the fact that not...

Posted in Marketing | Tagged centers of influence, marketing, MDRT, mdrt blog, mdrt presents | 1 Comment

5 new referral sources to expand your connections

Posted on August 14, 2019 by wschmeiser

Accountants and lawyers are well-established sources of referrals for financial advisors. But there are plenty of other centers of influence in places you frequent. Start by thinking about people who can...

Posted in Marketing | Tagged centers of influence, marketing, MDRT, referrals | Comments Off on 5 new referral sources to expand your connections

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Identifying if a COI relationship is reciprocal 

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