Centres of influence – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 16 Nov 2019 09:03:09 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Centres of influence – Investment Executive https://www.investmentexecutive.com 32 32 Expanding your business with centres of influence https://www.investmentexecutive.com/in-depth_/special-reports/expanding-your-business-with-centres-of-influence/ Wed, 31 Jan 2018 15:31:38 +0000 https://www.investmentexecutive.com/?p=345744 Building a strong referral network can be beneficial for all parties involved

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]]> Set up your own networking group https://www.investmentexecutive.com/building-your-business/practice-management/set-up-your-own-networking-group/ Tue, 30 Aug 2016 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/set-up-your-own-networking-group/ An informal approach to meeting new contacts can multiply your COI network

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]]> Courting centres of influence https://www.investmentexecutive.com/building-your-business/practice-management/courting-centres-of-influence/ Fri, 17 Jun 2016 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/courting-centres-of-influence/ Seek relationships with several types of COIs

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]]> Form alliances to grow your practice https://www.investmentexecutive.com/building-your-business/practice-management/form-alliances-to-grow-your-practice/ Tue, 02 Feb 2016 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/form-alliances-to-grow-your-practice/ The right relationships can help you offer a full range of services

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]]> COIs 3: Gaining trust https://www.investmentexecutive.com/in-depth_/special-reports/cois-3-gaining-trust/ Fri, 14 Nov 2014 15:31:00 +0000 https://www.investmentexecutive.com/uncategorized/cois-3-gaining-trust/ Reassure COIs that their clients will be in good hands

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]]> Getting to know your COIs https://www.investmentexecutive.com/in-depth_/special-reports/getting-to-know-your-cois/ Thu, 13 Nov 2014 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/getting-to-know-your-cois/ Find out as much as you can about the kinds of clients you should refer

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]]> Rethinking COIs https://www.investmentexecutive.com/in-depth_/special-reports/rethinking-cois/ Wed, 12 Nov 2014 16:55:00 +0000 https://www.investmentexecutive.com/uncategorized/rethinking-cois/ Focus on professional services for your clients, not just referrals

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]]> Establishing relationships with non-traditional COIs https://www.investmentexecutive.com/building-your-business/practice-management/establishing-relationships-with-non-traditional-cois/ Tue, 26 Aug 2014 17:50:00 +0000 https://www.investmentexecutive.com/uncategorized/establishing-relationships-with-non-traditional-cois/ Much can be gained by building a centre-of-influence network with professionals such as architects, high-end car salespeople, real estate agents or owners of clothing boutiques

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]]> Staying close to your COIs https://www.investmentexecutive.com/building-your-business/sales-marketing/staying-close-to-your-cois/ Thu, 03 Jul 2014 17:45:00 +0000 https://www.investmentexecutive.com/uncategorized/staying-close-to-your-cois/ Lasting ways to connect with your centres of influence

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]]> Wooing COIs: It’s more than a sale https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/wooing-cois-it-s-more-than-a-sale/ Sat, 24 May 2014 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/wooing-cois-it-s-more-than-a-sale/ Developing a referral relationship with another professional means understanding the needs of both your clients and those of the COI. A five-minute discussion in which both professionals describe their practices can be a good start

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