Excella marketing solutions for growth (SM)
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Start a Library of Business Building Toolkits

Our toolkits provide an easy and cost-effective way for your organization to deliver advanced practice management solutions to financial advisors.

Available Toolkits

Building a Powerful Platform For Growth:

Ten Steps to Cultivate Center-of-Influence Relationships

The most successful firms have multiple referral platforms.     

Referrals from existing clients are essential, but they're not sufficient. In order to experience long-term, profitable growth in today's highly competitive marketplace, financial advisors must develop extensive relationships with professionals – attorneys, accountants and others – who are "centers of influence." 

Our center-of-influence (COI) toolkit empowers advisors to do the following: 

    • Identify and evaluate professional referral sources to support their practice
    • Learn and implement the most effective strategies for building COI relationships
    • Develop actionable plans that will enable them to achieve their goals

    pdf View financial advisor success story.

Upcoming Toolkits

Get ready to add to your library with our upcoming toolkits planned for early 2010:

  • Building Client Loyalty
  • Producing Marketing Results

Get started today.