prospecting why-cois-don-t-refer-business 
Nerd's Eye View
MAY 16, 2023
Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.
FMG
AUGUST 16, 2023
The Center of Influence definition is marketing to key people you can rely upon to help grow your business. As a financial advisor, your Centers of Influence (COIs) may include CPAs, attorneys, trust underwriters, mortgage professionals, and more. So what should you look for with your center of influence prospecting ?
Sara Grillo
JUNE 12, 2023
Cost of insurance charges (COIs) don’t matter as much for this type of policy. So in a case like this, you want to make sure that these COIs are as low as possible. Fiduciaries don’t try to compare one hypothetical illustration to another using a failed regulatory regime. Are performance expectations reasonable?
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