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The Holy Grail of Being an Adviser

The Holy Grail of Being an Adviser

Released Wednesday, 15th July 2020
Good episode? Give it some love!
The Holy Grail of Being an Adviser

The Holy Grail of Being an Adviser

The Holy Grail of Being an Adviser

The Holy Grail of Being an Adviser

Wednesday, 15th July 2020
Good episode? Give it some love!
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A well connected center of influence, an expert in another field who can introduce you to possible clients, can be career changing for you, according to Michael Silver. Too many advisers fail at this, but Michael and Eric Sheikowitz are here to help. 

In this episode they'll cover: 

  • Why COIs are effective 
  • Two important characteristics you must demonstrate to cultivate these relationships 
  • Essentials steps to building COI success 
  • Susan Kay, VP and a director of business development for MFS, joins to share insights from her 30 year career on how to best leverage COIs. 
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