2024 Yoda Live Event
Win High Net Worth Clients, Keep Them for Good, and Clone Your Favorite Ones
September 26th and 27th
St. Julien Hotel // Boulder, Colorado
Dan Allison
Founder of the Feedback Marketing Group. His consulting firm has worked with thousands of advisors globally to help them become more effective at engaging clients and COI’s in a way that increase the frequency and quality of referrals without the awkwardness that often comes with referral conversations.
Keynote Presentation: Effectively
Identifying and Engaging COI Partners to Earn Referrals
- Understand the psychology of the most desirable COI relationships and how they think about referring their clients to you
- Understand the key reasons they will and will not engage in a referral relationship with you
- Learn a step by step preparation guide to ensure you’re ready to effectively engage with COIs
- Three different approaches to engage three different COI populations in referring.