Free Referrals and COI Courses

Happy Thursday! and last day of Oct.

It’s well-known around the industry that Client Referrals and Centers of Influence are some of the most used and most successful of the marketing tactics for advisors.

For proof, I’ll share a couple screenshots from the Kitces marketing study:

Ok, so probably a good idea to apply some of those methods as part of your marketing plan.

But, how exactly does one do that?? Here’s how:

➡️➡️➡️ I’m pleased to announce that you can now access all these courses in the Exchange community for free! For 7 days.

AKA “the free trial”

Skool just released the ability to offer a free trial to your paid subscription community, and the good folks at The Exchange are offering it to anyone that would like to check out the community, binge some of the courses and get a feel for the place.

Some of the courses include:

• Dan Allison’s referrals and COIs training

• The Model FA Accelerator

• Short Form video course by N2 Content Marketing (the tiktok guys)

But that’s not all… as you can see in the quote above, often the community ends up being more valuable than the courses that you came for.

And this community is hopping!

It’s still the #1 community for financial advisors on Skool last I checked.

And it just crossed 600 members. See below ⬇️

So after you binge some business-altering referrals, COI, and short form video courses, make sure to stop by the community tab and look through the posts. Maybe even introduce yourself if you’re brave.

If you’re feeling really brave, post a question, preferably the #1 question you’re struggling with in your business right now.

Well, that’s it for now.

Just wanted to make sure you knew.

You can TRIAL the EXCHANGE for FREE for SEVEN days.

Then make sure to cancel so you don’t get charged. Or don’t.

Until next time,

Joe

P.S. Here’s the link: www.skool.com/exchange