Who are Centres of Influence?

Centers of Influence (COI’s) are key people within the target client segment that you need to penetrate. Centers of Influence are typically the main advisors engaged by the end-client. Professionals such as Accountants, Financial Advisers, Lawyers are obvious COIs.   If executed correctly, COI’s introduce you to clients with whom you’d [...]

By | October 13th, 2014|Step 4 - Growth Strategy|
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3 key reasons to use a Client Referrals strategy

One of the most powerful methods to grow an advisory business is to let the current clients do the work - to get noticed and be talked about. Here are three points why successful firms have always used the approach of getting people talking about their business; about the quality of the service they deliver, [...]

By | October 6th, 2014|Step 4 - Growth Strategy|
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