When I first started my coaching career, there were really only 2-types of COI’s ‘Center’s of Influence”. One was the CPA. The other was the Attorney. Many advisors would try all kinds of strategies to get referrals out of both. In most cases the results were not good. Fast forward 2 decades later and I can make the statement that Accountants and Attorneys can be the worst types of COI’s to focus on. In the episode, lets do some debunking.
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