Rating COIs on a 1-10 Scale

Rating COIs on a 1-10 Scale

There’s been much frustration in the world of strategic alliances with COIs (Center of Influence).  We hear it all the time in our new advisor webinar series.  Why are we still talking about it? Our research continually shows that strategic alliances are one of the most effective client acquisition strategies. 

We often write and talk about the key differentiator in this strategy – developing a business and personal relationship with a small group of C

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