Скачать или смотреть The Art of Influence: How to Build Reliable COI Networks

The most successful businesses have close relationships with centers of influence (COI) — well-connected people or groups that can boost your reputation by recommending you to others. Identifying and collaborating with COIs such as CPAs and tax attorneys can play a critical role in expanding your business networks and attracting your ideal clients. Join host, Matt Seitz, Chief Marking Officer at C2P, and guests, Dave Buckwald, CEO and founder of OneTeam Financial, and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they discuss the nuances of establishing and nurturing COI relationships. Learn the importance of selecting your COIs carefully with targeted questioning, active listening, and determining what value you can offer one another to create a mutually beneficial relationship that lasts. Tune in for actionable strategies to refine or create your own COI process that fosters sustainable business growth.

At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.