In part one of this three-part series on centres of influence (COIs), learn how to find the right COI for your practice. Part two outlines strategies for fostering COI relationships, and part three highlights tips for maintaining a network of COIs. Learn about alternative types of COIs in a video on IE.TV featuring April-Lynn Levitt, a coach with the Personal Coach in Toronto.
February 25, 2014April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence network. She spoke to Fiona Collie, web reporter with Investment Executive.
April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona Collie, web reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Stay in regular contact with COIs, and seek feedback after sending referrals
Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your own
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
