How to build a COI referral system
Quick Tips Videos & Sales & Marketing for Professional Services & Sales Tips

How to build a COI referral system

July 3, 2013

by Tony Vidler

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 adress them logically and manage the risks.  In this quick tips video we talk about the process of developing a COI system that enhances your ability to generate ongoing quality referrals from advocates.

Tony's quick tips for financial advisors

 

© 2013 Tony Vidler.  All rights reserved. All materials contained on this web site not otherwise subject to copyright of other parties are subject to the ownership rights of Tony Vidler.  Tony Vidler authorises you to make a single copy of the content herein for your own personal, non-commercial, use while visiting the site. You agree that any copy made must include the Tony Vidler copyright notice in full. No other permission is granted to you to print, copy, reproduce, distribute, transmit, upload, download, store, display in public, alter, or modify the content contained on this web site.

0
0
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 314 other followers

sidebar_tony

Follow tonyvidler on

Comments (3)

Leave a Reply

Your email address will not be published. Required fields are marked *