Keyword: Centres of influence

28 results found

Start with your clients’ other professionals and build a wide network

Make sure clients and COIs know what type of client you’re looking for

Centres of influence provide “warm leads”

Follow these tips to keep clients from worrying about the bills

Make an impression and follow up

These common mistakes can ruin relationships with centres of influence

Avoid these obstacles to profitable referral relationships

Coach: Build centres of influence into your prospect process

Brad Amlin, owner of Marlatt Ltd., and an advisor with Manulife Securities Inc., in Oakville, describes how he approaches centres of influence and what part they play in a process to build his clientele. Kim Poulin of The Personal Coach joins the conversation at the TMX Broadcast Centre in Toronto.