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

Register to view the full article

Sign up for a FREE membership to WealthManagement.com – the leading provider of insights and intelligence for investment advisors

Already a member? .

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish