Give COI’s the experience of what you do
Quick Tips Videos & Sales & Marketing for Professional Services & Sales Tips

Give COI's the experience of what you do

April 30, 2024

by Tony Vidler  CFP logo   CLU logo  ChFC logo

One of the most effective things you can do to create confidence and support from prospective COI’s is take them through your client experience.

Actually do the job that you do, for the Centre Of Influence.

It is incredibly powerful and effective, and the chances are good that you will pick them up as a client as well…but more importantly they will have an intimate understanding of your style, your process and your professionalism – and THAT will give them confidence to introduce other good clients to you.

In this Quick Tips video we talk about this in a bit more detail, including how you might suggest this to a COI…

…watch the video to learn more… 

Related to this post:
Let Your Prospects “Try Before They Buy”
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