If you asked your COIs to give you a grade, what would they say?
High-achieving female advisors have five things that they focus on daily.
Networking is still happening during COVID-19. Let’s compare two types of networking: external and internal.
Financial advisors are stressed about referrals. Here’s how you manage that stress.
What about all the other components of your referral network beyond clients and COIs? Don’t succumb to wearing referral blinders.
What does your corona response look like? Consider some of these opportunities.
In a profession heavily dominated by men, female financial advisors need women to serve as mentors, role models, confidants and champions.
For many advisors, asking clients for referrals remains a messy, uncomfortable situation.
In my 18 years as a referral coach for financial advisors, I’ve heard every complaint about COI relationships. The number one complaint centers on reciprocity. My clients want the secret to productive, reciprocal COI relationships.