Nov 29 2023 16 mins 2
Centres of Influence referrals, or COIs, are incredibly important in generating clients who are a good fit for an advisor’s business and client base.
In our latest episode of Conversations on Wealth hosted by Sarah Widmeyer, Christina Clement, VP, Growth and Execution at Richardson Wealth explains what advisors need to do to get the referral strategy right, including:
– Take a systematic approach
– Explain your business model and how you’re different
– Understand that the process takes time, consistency, and commitment
In our latest episode of Conversations on Wealth hosted by Sarah Widmeyer, Christina Clement, VP, Growth and Execution at Richardson Wealth explains what advisors need to do to get the referral strategy right, including:
– Take a systematic approach
– Explain your business model and how you’re different
– Understand that the process takes time, consistency, and commitment
