Centres of influence

5 steps to building better centres of influence

Advisors need a more disciplined approach to professional referrals

By Jeff Thorsteinson |May 14, 2026

6 min read

Network prospecting

Build a network of professionals that serve the same types of clients — it can be a far more effective way to build your client-base than conventional prospecting

By Daniel Collison |March 25, 2026

5 min read

Centres of influence can be key to future referrals 

A process for building COI relationships and growing your business 

By Vanessa Oligino |February 20, 2025

3 min read