Most financial advisors receive occasional referrals from other professionals. The dilemma: how can you set up a system that provides a continuous flow of these high quality referrals?

Building a Center of Influence Engine - “The Relationship System’ provides a complete marketing and Center of Influence (COI) contact system. Covered are COI qualifications, contact programs, value agreements and a discussion of agent/COI expectations. This workbook clearly spells out all the steps an advisor should follow to develop and maintain a profitable COI referral program.

IMM: The Invisible Market Matrix™ Software and Workbook©

All 7 publications includes: There’s More to Selling Than Making a Sale, 10 Steps to Building a ‘Referred Lead Engine’, Building a Center of Influence, CAPS, The Breakeven Budget, The Time Budget, The First Things First Process.