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.
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