Perspective

Growing your business through centers of influence and strategic alliance marketing

Investing in a strong network can help boost organic growth.

Key Takeaways

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.

Get the full white paper

Growing your business through centers of influence and strategic alliance marketing

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

1136207.1

BC94D75B8FFC411892F05F25024D2035

Past performance is no guarantee of future results.

Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.