Center of Influence marketing refers to marketing around key people that you use to grow your business. As a financial advisor, your Centers of Influence may include CPAs, attorneys, trust underwriters, mortgage professionals, and more. These are professionals that refer their clients to you and that you are happy to refer your clients to, as well. So how should you market to these key players?

When marketing to and meeting with your Centers of Influence, try to focus on them and how their business is growing. By creating a harmonious, mutually beneficial relationship, the business between you and other professionals will continue to grow. Take the time to schedule out a casual lunch, or host a “meet and greet” with your Centers of Influence and clients so they can see who they could potentially be working with. These little touches will set your Center of Influence marketing a notch above.