Leverage Centers of Influence

Lezynski, Jerry
September 2009
Journal of Financial Planning;Sep2009 Solutions, p27
Academic Journal
The article offers information to select the best practices needed to create a productive centers of influence (COI) network in the U.S. COI as been viewed as the most productive business tool for the financial advisers. The mortgage brokers and real estate agents are reliable professionals that can provide life-changing advice. A clear criteria needs to be established because not all COI are capable of providing the right type of client referral.


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