Growing your business through centers of influence and strategic alliance marketing
Investing in a strong network can help boost organic growth.
- Many financial professionals view referral business as something that happens on its own as the result of many years of great service. But you can take a more targeted and proactive approach to gaining referrals by creating a client-centric Centers of Influence (COI) network.
- While a COI network is by no means a new concept, some advisors may inadvertently limit their scope by including only those in similar professions that they have connected with on a passive or reactive basis.
- You have the opportunity to differentiate yourself from your competition by knowing your clients’ needs and finding those people who can help address them—especially in areas unrelated to financial services.
Next steps to consider
Practice Management
Let our proprietary research, industry expertise, and commitment to innovation help transform your practice into a future-ready firm.
Learn more
Fidelity Portfolio Quick Check®
Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool.
Learn more
Asset Allocation Research Team (AART)
Access economic, fundamental, and quantitative analysis from our Asset Allocation Research Team.
Learn more