As an advisor, it’s easy to get distracted by noise in our industry. Every day you are inundated by hundreds of articles, blogs and webinars telling you what you have to do in order to build a successful business. What this advice often fails to include is the disclaimer that what works for one advisor may not necessarily work for you. There are many different ways to build a practice today and just because one strategy seems to be trending right now in our industry, doesn’t mean it requires your focus this year.
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To build powerful—and reciprocal—relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship. It’s possible you’ve found yourself in one of two scenarios as it relates to the centers of influence (COIs) in your network. Perhaps […]
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