Oct 03 2022 / MDRT Podcast
How to monitor and adjust existing relationships with centers of influence
What do you do if a COI hasn’t referred back to you? Or your instinct tells you that this professional relationship might not work out? In this episode, MDRT members share how they check in on their interactions with COIs to ensure the dynamic remains beneficial.
Topics covered
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:33—Identifying if a relationship is reciprocal
3:23—Considering the reason to connect with a COI in the first place
5:05—Being honest and transparent about what’s best moving forward
8:00—Likening professional relationships to dating
![Overcoming obstacles and living a balanced life as a financial advisor [MDRT Member Geraldin Yap]](https://www.mdrt.org/globalassets/digizuite/28677-en-mdrt-sg_video-interview_geraldin-yap_thumbnail.png?height=268&crop=0,0,268,268)