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Generating quality introductions from centers of influence

Paresh B. Shah, CFP, and Aurora L. Tancock, FLMI, CFP; Moderator: R.J. Kelly, RICP, MSFS

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Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it. In this webinar, two MDRT members share their methods of working with centers of influence, including why making those connections is so essential. They explore ways to get introductions, how to build relationships that result in introductions to prospects, and how centers of influence can lead to building a referral-based practice.

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