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How to build and maintain relationships in your COI network

April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence network. She spoke to Fiona Collie, web reporter with Investment Executive.

Alternative choices for your centre of influence network

April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona Collie, web reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.

Stay in regular contact with COIs, and seek feedback after sending referrals

Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals

To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your own

Developing strong referral relationships takes time, patience and a strategy

Four ways to maximize the benefits for your clients, your COIs and your business

Maintaining genuine links with other professionals leads to sustainable networks

Cultivating relationships with centres of influence can provide you with valuable new clients. Establishing and maintaining those arrangements takes time and patience

You must work to maintain strong relationships