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COI Referral Training
INTRODUCTION
Course Objectives (2:07)
SECTION 1 - UNDERSTANDING THE REFERRAL RELATIONSHIP
LECTURE 1 - Benefits of the partnership (5:20)
LECTURE 2 - Barriers to the relationship with a COI (5:36)
QUIZ - SECTION 1
SECTION 2 - ESTABLISHING A PARTNERSHIP
LECTURE 3 - Finding the right COI to partner with (4:24)
LECTURE 4 - The types of partnerships (5:25)
QUIZ - SECTION 2
SECTION 3 - THE ADVISOR THAT GETS REFERRALS
LECTURE 5 - Qualities of the Select Advisor (6:15)
LECTURE 6 - Knowledge of the Select Advisor (7:03)
QUIZ Section 3
SECTION 4 - HOW TO APPROACH A COI
LECTURE 7 - Leverage the client (3:17)
LECTURE 8 - Setting up the meeting (3:03)
QUIZ - SECTION 4
SECTION 5 - FURTHERING THE RELATIONSHIP
LECTURE 9 - Proper communication (6:33)
LECTURE 10 - Being a resource (6:02)
LECTURE 11 - Help them market their business (5:53)
QUIZ - SECTION 5
SECTION 6 - REVIEW AND NEXT STEPS
LECTURE 12 - Review main points of course (2:33)
LECTURE 13 - Action Steps (1:06)
LECTURE 7 - Leverage the client
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