Attorneys

Philanthropists
Centres of influence
A senior partner at a law firm
Who they are? may offer various connections
to other senior managers
Centres of influence are people who work within their field and within
with and are around the clients we want to other fields such as
serve or who could potentially connect, consultancy, accountancy and
introduce or refer you to new prospects or perhaps their own clients.
streams of business.
The value which an attorney
Types of COI’s may bring is substantial as they
are able to introduce us to
Some types of centre of influences include: clients in all industries which
- Accountants they may work with. This may
- Philanthropists help us extend our breadth of
- Attorneys involvement in various streams
- Athletes of business.
Strategy Value of COI’s
A well known philanthropist such as Mike
Bloomberg who is well connected to other
philanthropists and businesses may be ideal
for referrals and new clients.
The value that a philanthropist could bring
extends beyond the business that they could
potentially bring in. Alongside the
introduction of potential new prospects
having a philanthropist in the books may
add to the social value of the bank.
Accountants
A financial controller who heads the
accounting department at their firm may be
an ideal choice as they have oversight on all
accounts.

Securing a relationship with an attorney A valuable COI to partner with

may be done through a reciprocal referrers
strategy where we recommend their
services to our clients with the expectation
that they do the same.
The value that a financial controller may
would be someone who has
bring is significant due to the power which
connections and relationships
they have in their referrals to their own
with prospective high net
clients.
worth and is able to refer you
to them.