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I’ve always lived by one important principle: Givers get.
Acts of kindness, charity, and generosity are not driven solely by the expectation of reciprocation. But the universe has a way of rewarding generosity exponentially.
The same is true in our profession. Financial advisors, CPAs and other centers of influence (COIs) who develop strong relationships build even stronger businesses together than they could’ve ever imagined on their own.
The operative word in that sentence is “strong” relationship. Taking your relationship with COIs from mediocre to outstanding requires dedication, time, and effort. Here are five ways to take your relationships to the next level – and maximize your business along the way:
- Stay In touch: With COIs, communication is critical. Engaging your partners through emails, phone calls, social media interactions, and even occasional in-person meetings is important. Send relevant updates about your business, industry trends, or valuable content that aligns with their interests and expertise to make sure you are keeping in step. By keeping these lines of communication open, you build trust and create opportunities for collaboration and referrals.
