Center of Influence Meeting Tips for Financial Advisors

August 6, 2021 | By Elite Resource Team
Financial Advisors

Most financial advisors have heard that the best way to grow their practice is through relationships with “centers of influence” (typically accountants, attorneys, bankers, etc.). It’s free, it’s effective, and it’s lucrative…WHEN IT WORKS!!!

Unfortunately, it’s much harder to do than it seems like it “should be.” 

There’s a lot that goes into building great partnerships. In this video, Anton Anderson shares a simple, practical, and effective tip on how to dramatically increase both the number of meetings you set and the success of those meetings. 

In short, it’s all about the “pre-work.” Watch this short video to learn more! 

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