What do you do if a COI hasn’t referred back to you? Or your instinct tells you that this professional relationship might not work out? In this episode, MDRT members share how they check in on their interactions with COIs to ensure the dynamic remains beneficial.

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA

Episode breakdown:

0:33—Identifying if a relationship is reciprocal
3:23—Considering the reason to connect with a COI in the first place
5:05—Being honest and transparent about what’s best moving forward
8:00—Likening professional relationships to dating

Listen to the monthly series, MDRT Presents: @mdrtpresents