Skip navigation

Stephen and Kevin Show Episode 64: Maximizing COI Referral Credit

You’ve got to send something in order to get something in return.


Sending business to other professionals can be an asset to your business, but you have to send something in order to get anything in return. In this episode, Stephen and Kevin discuss in-depth strategies for finding referrals and how to get the most credit for the referrals you send to other professionals.

Have a question? Leave a comment and we’ll feature your question on the next episode! You can also use the hashtag #AskStephenandKevin on Twitter, Facebook or LinkedIn.

@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.

TAGS: Prospecting
Hide 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.