Successfully Engaging Centres of Influence - Slide Set

For the full presentation, Australian based personal risk insurance advisers can contact PCE. But here's a snippet for everyone.

Is strategy advice the key to successful centre of influence engagement?

So select your COI targets carefully.

And match them to your ideal clients.

As an example maybe your ideal clients are like these?

Build and be ready to articulate your capabilities and pitch.

Tailor your pitch to something that suits your style.

Then deliver to your chosen COI.

Finally use PCE tools such as the Wealth Management Index and Client Lifestyle Questionnaire to give the relationship with your COI ongoing life.