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
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.