Centers of Influence: Understanding and Capitalizing on Their Referrals

Accessing and properly leveraging centers of influence is critical for growth in the Wealth Management Industry. Accountants and Attorneys along with wealthy investors make frequent referrals. Utilize Spectrem Group research to understand:

* How to access these critical referral partners

* How they make their referrals

* The unique needs of each of these referral partners

* Uncover how to increase referrals from each segment

* Learn how to showcase your firm to these partners

Increasing the number of in-depth relationships Advisors have with Centers of Influences will 

accelerate revenue growth.


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