In the retirement advisory industry, the model of the successful sole practitioner no longer applies. Suddenly, the importance of who you know has eclipsed what you know. As a result of an increasingly complex and specialized marketplace the importance of business collaboration is much more elevated among plan advisors, CPAs, tax attorneys, benefits consultants, TPAs, actuaries and other business professionals.
Today, strategic center-of-influence (COI) marketing is more about forming fewer, deeper relationships with cooperative professionals with whom you feel a real rapport, whose expertise you trust and to whom you have no hesitation referring clients. This session will provide a detailed discussion regarding the strategies and opportunities that exist with the fewer is better model.