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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Use Centers of Influence For High-Quality Referrals

As any successful RIA knows, referrals are a vital part of your firm's continued growth. But waiting for your clients to refer a friend or colleague can be a slow process, and trying to speed up that process by nudging your clients for referrals can feel pushy.

Fortunately, there's an easier way to improve both the quality and quantity of the referrals your firm receives: by partnering with lawyers, accountants, insurance brokers, and other centers of influence (COIs) in your area. This article from RIA Intel explains the value of COI referrals and how to forge those partnerships.

read the article

Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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