In this quick video, Director of Product and Enterprise Marketing at FMG, Elise Lambert, shares three tips to help financial advisors connect with centers of influence.

Download the email samples to connect with specific COIs here: https://shorturl.at/bmHSW

0:00: Intro
0:36: Build the Relationship First
1:11: Focus on the Client
1:47: Become the Go-To Resource
2:45: How FMG Can Help

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