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!
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.