More and Better Referrals from Centers of Influence

Presented by

Matt Anderson, The Referral Authority

About this talk

All advisors have some quality relationships with people who could open some great doors if they were asked effectively. Given that it’s virtually a free way to market, and given how much we love COI referrals (because now someone else is telling others to meet with us), why are our results often so weak? How do you tap into great referral opportunities from other professionals, friends and family, and/or top clients? It’s time to get these referral opportunities going. Join us to find out how other advisors: *Decide who the best COIs are *Build these relationships so that the COI is open to help them *Coach their COIs so that they get the referrals they want *Develop a system to keep the referral flow more consistent

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The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.