Finding and fostering relationships with centers of influence from MDRT Podcast

MDRT Podcast

Episodes

About

Reviews

Promote

Finding and fostering relationships with centers of influence

22 minutes Posted Jun 3, 2024 at 11:00 am.

– Challenges involved in utilizing centers of influence to find the right clients

– Determining what value you can provide to centers of influence

– Reframing your thinking to overcome fear about developing COI relationships

– The benefits of distributing an At-A-Glance card

– Developing additional educational materials for both clients and COI

– Creating new opportunities to develop clarity and relationships with COI

– Establishing the importance of you and COIs staying present in each other’s lives

– Creating a strong sense of reputation and reciprocity

– Documenting your recommended COIs to clients

0:00

22:06

Download MP3

Share at current time

Show notes

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA

Episode breakdown:

Listen to the monthly series, MDRT Presents: @mdrtpresents

← See all 176 episodes of MDRT Podcast