Top advisors know that connecting with the right people in the right places is the secret to building a successful, enduring financial services practice.
So, who are the “right people?” They are Centers of Influence (COIs).
COIs are professionals who are well established in the community and understand the value of networking with other professionals from a variety of occupations, and with diverse expertise and experience. They are influential socially, politically, and/or economically, and they are knowledgeable about the growth and transitions that are occurring within the community, in the lives of other COIs and the changes/challenges their clients.
Knowing that advisors are well aware of the need to develop a network of key professionals, Mr. Kelley has researched and tested his now proven approach to building a productive and profitable network of professionals, and he is eager to share this strategy with others.
While every person in the advisors’ network is significant to their business development, advisors who implement this process will be guaranteed a pipeline of influential and wealthy advocates, leading to a high rate of client acquisitions and exponential growth in assets under management.
- A step-by-step process for finding and connecting with influential COIs who’s clients include business owners, entrepreneurs and CEOs from a variety of occupations and with diverse expertise and experience.
- Dialogues that will get your clients and other COIs to share their COI connections and CEO relationships.
- A process for comfortably approaching COIs that will encourage them to join your COI network.
- A proven strategy for building profitable COI relationships that will lead to exponential business growth