Perspective

Growing your business through centers of influence and strategic alliance marketing

Investing in a strong network can help boost organic growth.

Key Takeaways
  • Many financial professionals view referral business as something that happens on its own as the result of many years of great service. But you can take a more targeted and
proactive approach to gaining referrals by creating a client-centric Centers of Influence (COI) network.
  • While a COI network is by no means a new concept, some advisors may inadvertently limit their scope by including only those in similar professions that they have connected with on a passive or reactive basis.
  • You have the opportunity to differentiate yourself from your competition by knowing your clients’ needs and finding those people who can help address them—especially in areas unrelated to financial services.
Explore more on:
Business model & offering Centers of influence Growing your business Strategic planning
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