The 4 Parts To Getting The COI Onboard
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The 4 Parts To Getting The COI Onboard

March 2, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo


Getting the COI onboard requires a fair bit more than a smile and a handshake.  The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with, and there are generally 4 things that stand in the way of them actually letting you work with their network.


It makes sense to address those 4 things right at the outset and help them understand why networking with you is a good thing for their clients and for them.


Unfortunately most advisers either are not aware of, or simply do not address, 2 of the 4 big things that matter in successfully getting the gatekeepers onboard.  In this weeks quick video we work through those 4 steps and give a working example of how one might explain them…


Watch the video to learn more…

You might also be interested in this related article:
Creating Equitable COI Referral Alliances
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