Your elevator pitch might be the reason your COI meetings go nowhere.
Here's why:
It's probably the same pitch you give everyone.
And CPAs and attorneys hear the same message from advisors every week.
"I help clients plan for retirement."
"I provide comprehensive wealth management."
"I take a holistic approach."
Nothing wrong with those statements.
But they don't create curiosity.
They don't create trust.
They don't make you memorable.
The advisors who build strong COI partnerships do something different:
They connect their value to the person sitting across from them.
They understand the CPA's world.
They understand the attorney's priorities.
They position themselves as a solution. Not another service provider.
Because when your message isn't relevant, you don't stand out.
You blend in.
And blending in is one of the biggest barriers to creating consistent COI referrals.
I broke down the 6 Barriers Preventing Advisors From Getting Referrals From COIs in a simple free guide.
👇 Comment NOW and I'll send it to you.
♻️ Repost this to help another advisor strengthen their COI relationships.
#FinancialAdvisor #BusinessGrowth #ClientAcquisition