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Best Practices for Effective Center of Influence Marketing

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

This week we are doubling down on the topic of center of influence (COI) marketing. Our first piece discusses looking at your soft assets to create powerful COI referral generators. Our next piece highlights a specific COI referral campaign. Our final article for the week helps you to identify what kind of COI relationships you are looking for.

Networking with COIs is a valuable source of client referrals. This author suggests building connections with COIs by using your own “soft assets” which may help you identify shared interests, and potentially unlock the door to deep professional relationships.

This blog shares a client-focused, 3-step campaign starting by setting up individual calls with your COIs to keep up-to-date with each other’s recommendations. Check it out.

Professional referrals can be a treasure trove for growth, but some advisors struggle with executing a strategy that works. A good first step is defining what kind of COI relationships you want to pursue. This piece will get you thinking about opportunities you may have never thought of.