Advisor Biz Dev: Collaborating with COIs, with guest Chad Connery of Peak Business Advisors

from The Growth-Drive Hot Seat · host George Sandmann

In this conversation Growth-Driver Chad Connery of Peak Business Advising discusses the importance of centers of influence (COIs) in sales and marketing. We discuss the need for Business Advisors to use a sales process and the value of collaboration with COIs. Chad shares examples of successful collaborations and highlights the importance of trust, transparency, and clarity in these relationships. The main takeaway from the conversation is the impact of having a well-defined sales process when collaborating with COIs.

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This episode was published on May 24, 2024.

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