With the wealth management industry more competitive than ever, the role that accountants, lawyers, insurance professionals and other centers of influence (COIs) play in introducing their clients to ...

Washington, D.C.: “I’ve had a purely business relationship with many of my clients for nearly 20 years,” stated Joel in nearly a whisper before asking, “How do you all of a sudden develop a social ...

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Erika Rasure is globally-recognized as a leading consumer ...

Centers of influence (COIs) are the most effective way for wealth managers to acquire new clients, especially those with higher net worth. They wield significant influence over the decisions made by ...

It is not enough to have relationships with centres of influence (COIs). The challenge is to get the most from those relationships so everyone benefits. The potential growth in your business through ...

Diversification is a bit of a buzzword in the financial services industry. A lot of what we do for our clients is based on the idea that a diverse strategy is a strong one — that’s a no-brainer. But ...

Referrals from centers of influence (COIs) are the most effective way to connect with new and potentially wealthier clients. These COIs are primarily accountants and attorneys. While this is common ...

WILKES BARRE, Pa., (April 30, 2014) -- As recruiters, we deal with VIPs (very important person) and COIs (centers of influence). VIPs are those members of the community who help us with opening doors, ...

COIs verify business insurance coverage, outlining policy type, effective dates, and limits. Unlike insurance binders, COIs are issued for active policies after underwriting is complete. Businesses ...

The payment of substantive fees to some psychologists who give talks on their own research has sparked concerns over conflicts of interest (COIs; Nature 571, 20–23; 2019). We cannot rule out the ...