Capture COI Referrals With a Second-Opinion Offer

By Helen Modly, CFP, CPWA
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Horsesmouth Essential: Instead of wasting your time and expertise providing second opinions to unqualified prospects, suggest them instead to your existing centers of influence. Your COI gets a value-added service to offer, and you often get the chance to present to the COI’s clients. It’s a win-win-win for everyone!

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