With the wealth management industry more competitive than ever, the role that accountants, lawyers, insurance professionals and other centers of influence (COIs) play in introducing their clients to ...

When advisors think of Centers of Influence (from here on COIs) they typically think of CPAs and Attorneys. While these traditional COIs are essential, there is no need for advisors to limit ...

Centers of influence (COIs) are the most effective way for wealth managers to acquire new clients, especially those with higher net worth. They wield significant influence over the decisions made by ...

Referrals from centers of influence (COIs) are the most effective way to connect with new and potentially wealthier clients. These COIs are primarily accountants and attorneys. While this is common ...

Diversification is a bit of a buzzword in the financial services industry. A lot of what we do for our clients is based on the idea that a diverse strategy is a strong one — that’s a no-brainer. But ...

As best as I can recall, the first article I wrote about certificates of insurance (COIs) was in 2002, over two decades ago. For the next four years, I wrote more on that subject than any other ...

COIs verify business insurance coverage, outlining policy type, effective dates, and limits. Unlike insurance binders, COIs are issued for active policies after underwriting is complete. Businesses ...

WILKES BARRE, Pa., (April 30, 2014) -- As recruiters, we deal with VIPs (very important person) and COIs (centers of influence). VIPs are those members of the community who help us with opening doors, ...