 Chances are, your CPA and attorney partners don’t get as much training as you do on the topic of working with other professionals. In many ways, it’s up to you to offer best practices on how these relationships works best.."Stephen Boswell and Kevin Nichols, coaches, The Oechsli Institute. |
Three Steps for More COI Referrals
Stephen Boswell and Kevin Nichols | wealthmanagement.com, December 2014
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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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