 Effective COI relationships are built on strong personal relationships.These are built one interaction at a time."
Kevin Nichols, Director of Coaching, The Oechsli Institute.
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3 Step Semi-Painless Relationship Check-up
Stephen Boswell and Kevin Nichols | wealthmanagement.com, February 2014
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Summary: It’s time for a semi-painless relationship check-up. How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others. But no pain, no gain, right? Here are three steps to making certain you’re building loyalty and penetrating COIs.
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