Building Referrals with COIs

 A Giving Hand Strategy™

A group of people are standing next to each other on a blue background.

WHO WILL BENEFIT:

Professional salespeople looking to create an ecosystem of consistent referral flow. 


DELIVERY:

90-MINUTE instructor led

Objective:

Centers of Influence want what you want – more business. But what COIs want from sales professionals can be something entirely different. Credible networking sources are looking to make a valuable impact on their contacts by providing a trusted resource.


This program addresses the common categories of COIs, their sources of value, and specific relationship building tactics sales professionals can adopt to attract them.


Topics covered:

  • Adopting a "Giving Hand is Always Full™ mindset
  • Sleuthing to qualify the right COI
  • Adopting proven COI contact management strategies
  • COIs and sources of value
  • Understanding the difference between referrals and introductions 
  • Communicating your value prop to COIs
CONTACT US TO LEARN MORE
quote icon

Great program for knowing how to add value to high value referrers.

- Producer, Insurance Brokerage

quote icon

Thanks Bill Walton! I can better tell my story to new COIs why clients chose to work with me!

- Senior Client Advisor, RIA

Share by: