Let's Talk About Centers of Influence

A client introduction. If you're doing a good fact-find with each client, ask them who they do their taxes with, and who has drawn up their will/trust, etc. This may be helpful if changes need to be made, but you also want to know who your client's other advisors are.

You can 'network' at chamber mixers for other COIs, but those will take more time, and they *may* already have a quality advisor they are working with.

Another source may be to join a leads club/group that is exclusive for one person per profession. Then you've got them "captive" to you... at least within the group.
 
Clear and precise communication of what you want and how you are willing to reciprocate. I work with attorneys, accountants, etc... and I know that are all ROI focused.
 
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