COI Script & Strategy for Financial Advisors

March 15, 2018

Centers of Influence (COI’s) can be a valuable source of ongoing referrals and all you need is a few good sources to keep your referral pipeline full.

The challenge is that every other financial advisor is reaching out to these same professionals for referrals.

How do you set yourself apart?

Today I’m giving you my simple process and the script to build a network of COIs who will support your referral pipeline.

Brian in San Diego set 40 appointments with COIs in less than six months and he only talked about his focus on women using this script!

Download the Female Focused COI Script & Strategy

Brian was new to the industry and new to a successful wealth management team. During my coaching I challenged him to call only COI’s with our script (he used the yellow pages) starting with divorce attorneys and leading to estate planning attorneys.

He was not allowed to talk about wealth management or investments he was only to promote their Savvy Women’s program.

It was this experience that inspired his team to focus all their marketing efforts on the women’s market.

Simply by leading with “women” and focus solely on your commitment to women you will gain more interest, open more doors, and dramatically impact  the opportunity for referrals going forward.

When you create a Female Friendly Practice and become a femX Advisor you will immediately begin to capitalize on the women’s market in a multitude of ways.

Take an honest assessment of your current database, how many do you have, how old and stagnant is your list? If you’re not happy with what you find put my COI Script & Strategy in place ASAP!

This COI approach is just one way to leverage your focus on women and generate exponential business growth.

We have 4 highly effective programs that can help any advisor become more female friendly. Check out our new program overview here.

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Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

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Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

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