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The Beginning of the COI Dance (Distraction-Proof Advisor Idea Video #156)

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We’ve recently talked about how to make memorable introductions and follow up with prospects. Here’s how to follow up with centers of influence to maximize your connections with them.

  • Let them experience the helpful content you provide to prospects by bundling some information for them to sample.
  • Personally drop off the sample information to your target COIs, with handwritten explanatory notes.
  • Specifically ask the COIs you connect with if they have a financial advisor they already refer their clients to. Don’t get disappointed if they do – keep connecting and providing helpful information to them over time so they can see the quality advice you provide, so they will hopefully become very comfortable recommending you to their clients.
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Paul Kingsman

Paul Kingsman

Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.

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