How to build a COI referral system
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How to build a COI referral system

July 13, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

Buildong a COI referral system for financial advisorsIf you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having  a Centre of Influence (COI) driving the right types of ideal clients to you.


A good COI will be an advocate for you and your business, and be proactively recommending that THEIR clients talk to you and get your professional guidance.  The difference between this and any other referrer is that a COI is in a position of influence and knowledge, and can drive a regular stream of the right sort of prospective clients to you, as opposed to an ad hoc (but undoubtedly enthusiastic) referrer.


To build a good COI process you need to think about the issues that the influencer faces, and be able to address them logically and manage or eliminate their risks.  In this quick video we talk about the process of developing a COI system that enhances your ability to generate ongoing quality referrals from advocates….


Watch the video to learn more…


You might also be interested in this related article:
How to get the RIGHT Referrals




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