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Relationship Marketing

Partnership marketing, Referral partner COI
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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

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