Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

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Posting as :
works at
You are currently posting as works at

The only good coi I have is a CPA who is also a client. I have referred ,any to her and she has to me as well.

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1. Yes, by not being weird about it.2. 53. They don't have more rich friends looking for advisors.

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I built a script (26 yrs ago)that begins with a client, any good client, and ends with a CPA (or 3) that feed(s) me referrals every month. It seems 2 or 3 CPA's keep me full enough to be busy. Your results may vary.

Yes, well over 50 million new sum per year from coi sources. It works.

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1) Hypothetically if you were looking to sabotage a colleague, can you code an excel document to throw off their numbers or calculations, (if you send them that document and they download it for use)?

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