COI Referrals

Bankers are 82% more likely to receive an appointment if the process starts with a referral. Referred clients convert to new business 30% more than through other sources. Referred clients have a 16% greater lifetime value than those generated in other ways. These data point to Centers of Influence as a key source of new opportunities. The key to success is bankers developing the right referral network and nurturing these relationships on an ongoing basis. COI Referrals provides participants with the practical knowledge and skills to cultivate a cadre of quality referral sources.