The Advisor Solutions Podcast EP 48- Connecting with Centers of Influence

2023-04-18

Are you connected to centers of influence? In other words, are there attorneys and accountants that think of you every single time they have a client that could use your help? Perhaps you have formed a good relationship with one or two of these people who occasionally give you referrals. However, do you have a step-by-step process for connecting with centers of influence so that you can build up a network of people who think of you first? Most financial advisors, insurance agents, ...

Are you connected to centers of influence? In other words, are there attorneys and accountants that think of you every single time they have a client that could use your help?

Perhaps you have formed a good relationship with one or two of these people who occasionally give you referrals. However, do you have a step-by-step process for connecting with centers of influence so that you can build up a network of people who think of you first?

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for connecting with centers of influence. The reason they don’t know it is that they make the mistake of thinking that just knowing a center of influence will be enough to get a steady stream of referrals.

In this episode, learn how to Connect with Centers of Influence, a process for being “The Person” that your connections think of first and every time their clients could use your help!

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