Podcast | 11.26.24
Leveraging Centers of Influence
by: BISA Staff and Stathis-Mittel
In this episode of the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, guests Kimberly Heslop Cole and Mike Wyatt, CLTC, of Ameriprise discuss how to develop relationships with COIs within and outside your organization, including:
- The best COIs to work with
- How to build trust with COIs
- Fostering two-way referrals
- Community building with COIs