The Advisor Solutions Podcast EP 48- Connecting with Centers of Influence

Are you connected to centers of influence? In other words, are there attorneys and accountants that think of you every single time they have a client that could use your help? 

Perhaps you have formed a good relationship with one or two of these people who occasionally give you referrals. However, do you have a step-by-step process for connecting with centers of influence so that you can build up a network of people who think of you first?

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for connecting with centers of influence. The reason they don’t know it is that they make the mistake of thinking that just knowing a center of influence will be enough to get a steady stream of referrals.

In this episode, learn how to Connect with Centers of Influence, a process for being “The Person” that your connections think of first and every time their clients could use your help!

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