How to Leverage COIs and Referrals to Grow Your Business?

Chia-Li Chien, director of the Financial Planning Program at Cal Lutheran, will interview Jennifer Bacarella, AIF, CWS, on “How to Leverage COIs and Referrals to Grow Your Business?” on Feb. 16, 2021, at 1 p.m. PST.

Many matured financial planning or service practices spend a limited amount on their sales and marketing. They leverage the Center of Influences (COIs) and referrals as a way of marketing. In this session, we will discuss the following questions:

• What is the Center of Influences or COIs?

• What are some ways to establish COIs?

• Why use referrals as one way of marketing?

• How should the referral process integrate into a practice?

Registration is required by Feb. 15. Registrants will receive a confirmation email containing information about joining the meeting.

Register

Register by Feb. 15