Giving Until It Hurts? 3 Things to Expect From Your COIs

Ever wonder what you should seek in return for the investment you have made in COIs?

You’re not alone.

This question came from a Wholesaler Masterminds Inner Circle Member (get Inner Circle information here):

Question: Sales Managers are very good at asking wholesalers for support and asking us to do some meetings for trainees etc.

How do I get something from them in return?

It’s hard for them to push our product, as they do not do that for anyone.

What should I be asking from them in return for my wallet and time that I give up?

Answer from Coach Rob: In measuring my efforts, and to help evaluate if those efforts were being reciprocated, what I always looked for from a COI was:

Access: When others are trying to get time on meeting agendas, I know I’ll get priority treatment because the COI and I have forged a good relationship.

Conduit for Information: When my firm starts a new fund/sale of a new product, launches a new value add, or shares an important piece of insight, I can count on the COI to help me spread the word to the advisors that she/he serves.

After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.

Please consider a seamless, no fee donation using Zelle or PayPal.

Our Zelle address is: shorespeak@gmail.com or use the QR codes.

THANK YOU!

Rob Shore
Founder

ZELLE

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Insights: The COI helps me understand who in the office is worth my time and who in the office is a waste of time, because I have earned the opportunity to receive this insight, not because I’m entitled to it.

None of these are achievable without solid COI relationships.

More about succeeding with COIs: 

Your COI Mindset: A Giving Hand Is Always Full with Bill Walton

5 Critical Strategies That Will Make COIs Love You

8 Ways Wholesalers Succeed With COIs

5 Calls Wholesalers Need To Start Making

7 Ways Wholesalers Can Survive A Manager Ride-Along Visit

21 Ways Your Wholesaling Resolve Will Be Tested