Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions
Nerd's Eye View
MARCH 18, 2024
And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts. Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first.
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