Keyword: Referral relationships

39 results found

Avoid these obstacles to profitable referral relationships

Choose professionals who share your goals

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.

Work with COIs to boost referrals

A centre of influence — like a client — should be a good fit. Look at key attributes to create a mutually beneficial arrangement

Successful referral relationships require diligence and patience

A centre of influence — like a client — should be a good fit

These contacts could provide prospects who suit your ideal client profile

  • By: IE Staff
  • July 13, 2011 November 16, 2019
  • 13:10

Tell your story and add value to your relationships

What the pros say