COI teamwork

A three-part series on working with centres of influence. In part one, focus on services for your clients. In part two, learning more about a potential COI. In part three, getting more referrals from your COIs.

November 14, 2014

COIs 3: Gaining trust

Reassure COIs that their clients will be in good hands

  • November 14, 2014 January 23, 2018
  • 10:31

Getting to know your COIs

Find out as much as you can about the kinds of clients you should refer

  • November 13, 2014 December 19, 2017
  • 12:00

Rethinking COIs

Focus on professional services for your clients, not just referrals

  • November 12, 2014 December 19, 2017
  • 11:55