When advisor Nathan Krampe thinks back to the state of his business just a few years ago, he sums it up with one word: drudgery. “I was burnt out and not enjoying myself at all,” says Krampe, founder ...
Washington, D.C.: “I’ve had a purely business relationship with many of my clients for nearly 20 years,” stated Joel in nearly a whisper before asking, “How do you all of a sudden develop a social ...
A few years ago, advisor Elaine Manley and her team found themselves facing an all-too-common predicament: They had referred numerous clients to centers of influence (COIs) such as tax professionals ...
It is not enough to have relationships with centres of influence (COIs). The challenge is to get the most from those relationships so everyone benefits. The potential growth in your business through ...
Developing a relationship with a centre of influence (COI) requires a candid and detailed conversation with that professional. You and your prospective COI will want to discuss key facts regarding the ...
It’s possible you’ve found yourself in one of two scenarios as it relates to the centers of influence (COIs) in your network. To build powerful—and reciprocal—relationships with COIs, you must be ...
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