Super Dope COI Strat for 2020

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

In this podcast we welcome Alanah Phillips of Lincoln Financial Network to talk with us about a highly effective strategy for cultivating rewarding relationships with Centers of Influence (COIs) in 2020.

Enjoy!

Music is Arp Bounce by Geographer

Any questions? Send 'em in!

RELATED POSTS

Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Read More »
Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

Read More »