Skip to main content
Category

Relationship Marketing

Partnership marketing, Referral partner COI
FeaturedMarketingRelationship Marketing

Partnership marketing strategy for advisors: The 3×3 Rule of to get the most from COI collaboration efforts

Veterans in the wealth management industry know that fostering strong relationships with Centers of Influence (COIs) can have a meaningful impact on your firm’s growth. But, if you’ve spent time connecting over coffee meet-ups and longer-than-you’d-like lunches that do not pan out with opportunity, you may be frustrated with the…
Kristin Harad
July 8, 2023

Grow faster and do more of what you love.

Close Menu