In April 2026, Advisor Development Officer Brian Shapiro was featured in Advisor Perspectives. Brian takes a fresh look at one of the oldest growth strategies in the advisory space: referrals. While referrals and centers of influence (COIs) can be , most advisors treat them too casually to see consistent results.
His biggest takeaway — referrals shouldn’t be left to chance, they should be built in a thoughtful, strategic way.
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