CompleteMarkets
Contact Us
contact_phone Click to call
CompleteMarkets
Contact Us
contact_phone Click to call

IMMS Library

Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more!
Communications Marketing
Customer Service Planning
Finance/Accounting Risk Management 
Human Resources Selling
Legal and E&O  Technology
Life/Financial Services Glossaries
Management  Resources & Links

centers of influence

Articles tagged with centers of influence


Back

10 Tips To Garner Quality Referrals

This content has not been rated yet.

CMEditor
10 TIPS TO GARNER QUALITY REFERRALS by Bill Cates In this document, Bill Cates offers 10 tips you can act on quickly that will start to increase your flow of quality...

Creating Safe And Effective Introductions

This content has not been rated yet.

CMEditor
CREATING SAFE AND EFFECTIVE INTRODUCTIONS by Bill Cates If youve been following my strategies for a while, you know that I view the word referrals as a for int...

Do You Have A Game Plan For Center-Of-Influence Referrals?

This content has not been rated yet.

CMEditor
DO YOU HAVE A GAME PLAN FOR CENTER-OF-INFLUENCE REFERRALS? by Bill Cates Rob Knapp, founder of the Supernova Consulting Group, has helped hundreds of successful financial advisors take th...

Do You Have A Google Presence?

This content has not been rated yet.

CMEditor
DO YOU HAVE A GOOGLE PRESENCE? by Bill Cates When someone tells you about a resource (person, store, vendor, service, etc.) do you Google them first? I know I do. When othe...

How To Create Advocates For Your Business

This content has not been rated yet.

CMEditor
HOW TO CREATE ADVOCATES FOR YOUR BUSINESS by Brandie Hinen A comprehensive, ongoing client advocacy program will keep your agency growing and growing. Brandie Hinen gives you a step-by...

Ownership, Perpetuation, And Management

This content has not been rated yet.

CMEditor
OWNERSHIP, PERPETUATION, AND MANAGEMENT by John Jaques The succession of ownership and management for your organization for the mid and long term is as important to your firm as ...

    • 1
    • 2