Developing COI Relationships That Are Fruitful

Intentionally building strong Centers of Influence (COI) relationships can provide growth opportunities for your Wealth Management Firm. These relationships won’t happen by accident, they need to be cultivated and maintained purposefully in order to be mutually beneficial. In this clip,…

Developing COI Relationships That Are Fruitful

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Intentionally building strong Centers of Influence (COI) relationships can provide growth opportunities for your Wealth Management Firm. These relationships won’t happen by accident, they need to be cultivated and maintained purposefully in order to be mutually beneficial. In this clip, we delve into some insights for initiating, building and nurturing COI relationships.

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Firm Foundations is a video series that provides content to help financial advisors lead, operate and grow the business side of their Wealth Management Firms. The Firm Foundations video content is brought to you by SmartRIA, where they simplify compliance for Wealth Management Firms. Special thanks to our video partner, Tim Romero, with Neon World Media.

Provincial Development Group is the creator of Firm Foundations content. We help Wealth Management Firms by equipping their leaders to be more effective, creating scalable platforms and empowering sustainable growth.

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