The Secret to COI Referrals
Stephen Boswell, Kevin Nichols | WealthManagement.com, December 2018
Read the article online >Summary: There are two critical components for effective COI relationships—personal connection AND structure. We often talk about getting personal with your CPA and attorney partners. In our opinion, it’s the most overlooked component of the relationship. But for today, let’s shift focus to the structural piece of this puzzle.
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