The Stephen and Kevin Show

The Stephen and Kevin Show


#114 COIs That Don't Refer

May 07, 2024

If you're not getting referrals from your COIs, is it time to move on? Or are there ways to rekindle the relationship?


For Episode 114, Stephen and Kevin dive into how to drive more referrals from accountants, attorneys, and other professionals.




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Table of Contents:

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0:00 - Intro

06:07 - Today's Topic - Centers of Influence

10:22 - The "Under the Hood meeting"

18:54 - "Putting the skunk on the table"

30:00 - Concluding Remarks