Unlocking the COI Referral Puzzle: Debunking the 68% Statistic

Sep 18, 2023

Are COIs really the top source of new plan business for advisors? In this episode, we dive into the surprising world of COI referrals.

Join me as I dissect the 68% statistic and unveil a powerful 2-Step Framework to supercharge your COI referrals and grow your business.


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