The Advisor Solutions Podcast EP 80- Creating an Effective C.O.I. Campaign

Do you ever wonder why some financial advisors and insurance agents easily connect with centers of influence, but it is more challenging for you? 

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have an effective way to connect with centers of influence. Most have never considered connecting with C.O.I.s as a step-by-step process that can be replicated to gather a steady stream of referrals.

In this episode, learn what other successful advisors and agents have done to create an effective C.O.I. campaign.