Finding and fostering relationships with centers of influence

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:30 – Challenges involved in utilizing centers of influence to find the right clients 1:20 – Determining what value you can provide to centers of influence 3:35 – Reframing your thinking to overcome fear about developing COI relationships 7:24 – The benefits of distributing an At-A-Glance card 10:11 – Developing additional educational materials for both clients and COI 11:46 – Creating new opportunities to develop clarity and relationships with COI 14:08 – Establishing the importance of you and COIs staying present in each other’s lives 16:07 – Creating a strong sense of reputation and reciprocity 19:44 – Documenting your recommended COIs to clients Listen to the monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.