Studies have shown that nearly 70% of the time affluent individuals consult with their accountants and attorneys when looking for their primary financial advisor. The leverage Centers of Influence (COI) relationships can provide is powerful and can expose you to more prospects and growth opportunities.
Moving your relationship with a COI from one where your name might occasionally be given out, to one where that person thinks of you regularly and refers primarily to you isn’t quick or easy. The good news is it doesn’t have to be trial and error. The Invesco/Prince & Assoc. survey studied 1,200 elite advisors who were successfully doing this to determine the right recipe for success.