Building Quality Centers of Influence Relationships for Financial Advisors

Building a strong Center of Influence (COI) relationship network is a key aspect of giving and receiving client referrals and building your personal and corporate brand. In this video, you’ll learn about building and nurturing your COI connections. Firm Foundations is a video series, that provides content that helps financial advisors lead, operate and grow the business side of their Wealth Management Firms. The Firm Foundations video content is brought to you by Smart RIA, 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 the Firm Foundations content. They help Wealth Management Firms by equipping their leaders to be more effective, creating scalable platforms and empowering sustainable growth.