Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
Create a plan to inform clients of your value
Clients should see you as a well-connected source of information and experts
These common mistakes can ruin relationships with centres of influence
Avoid these obstacles to profitable referral relationships
Choose professionals who share your goals
Brad Amlin, owner of Marlatt Ltd., and an advisor with Manulife Securities Inc., in Oakville, describes how he approaches centres of influence and what part they play in a process to build his clientele. Kim Poulin of The Personal Coach joins the conversation at the TMX Broadcast Centre in Toronto.
Work with COIs to boost referrals
A centre of influence — like a client — should be a good fit. Look at key attributes to create a mutually beneficial arrangement
Successful referral relationships require diligence and patience