Model FA Season 4 Episode 1| All Things COI
Our team sat down last week to talk about All Things COI’s. Together, they answered questions from our listeners and readers. What am I looking for in a COI?
How do I break through the noise and stand out to a new COI — without looking like I am just fishing for new clients?
What are some of the barriers and best practices for forming an agreement that will allow both parties to move forward with enthusiasm and mutual commitment?
How does COVID impact center-of-influence partnerships?
Tune into the conversation and get ready to take notes. If you have ever struggled to connect with a COI, explain what you do, or build a relationship where they feel comfortable referring their clients to you, then you are about to get a secret weapon. In a discussion facilitated by our Executive Podcast Producer Eric Lee, you will hear Patrick Brewer, David DeCelle, and Dan Allison share strategies for establishing mutually beneficial relationships, overcoming objections, and making an impact. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our TeamModel FA Creative Director and Executive Podcast Producer, Eric LeeModel FA Founder and Podcast host, Patrick BrewerPresident of Model FA, David DeCelleFounder and President of the Feedback Marketing Group, Dan Allison If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with likeminded advisors and share the day-today challenges and wins of running a growing financial services firm.