Season 3 | Episode 3
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Traditional referral strategies feel outdated, don’t they? In this episode of the New Skool Podcast, I sit down with performance coach Bev Flaxington to talk about a better way—one that’s all about real connections and natural growth.
We break down what a COI (Center of Influence) really is—hint: it’s not just lawyers and accountants. Your COIs could be anyone who connects with your ideal clients. The key is knowing who your best clients are, what they care about, and who influences them.
Instead of the usual “Can you send me business?” approach, we focus on building real relationships. The goal is to give value first—help your COIs, and referrals will follow naturally. We also cover simple ways to stay in touch, from inviting COIs to client events to engaging with them on social media.
Another big takeaway? Mixing online and in-person efforts. Platforms like LinkedIn help keep you top of mind, making it easier to stay connected.
At the end of the day, COIs aren’t just a one-time thing—they’re long-term connections that can keep growing. Tune in to hear how a fresh approach can help you get better referrals without the awkward asks!
Connect with us:
- Beverly Flaxington on LinkedIn
- The Collaborative
- Beverly’s Bestselling Books
- Candice Carlton on LinkedIn
About Ficomm Partners
Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts.