6 Reasons Why Centers of Influence Fail

By | July 10, 2018

The new business potential of partnering with a center of influence, such as a CPA or a lawyer, cannot be overstated. If a center of influence agrees to send you referrals and follows through on that promise, the return can be significant and exponential.

But most advisors use an ineffective strategy and see little to no return from their center of influence relationships.

Our new whitepaper—written by our VP of Business Development, John Pojeta, and based on our insights from working with top advisors across the nation—shows you where these strategies typically break down and gives you a field-proven method for succeeding with these opportunities where others fail.


Free White Paper

Download 6 Reasons Why Centers of Influence Fail

Learn the field-tested strategy for making centers of influence a powerful source of new business opportunities. Sign up to download your copy now!


6 Reasons Why Centers of Influence Fail gives you an in-depth, practical guide for building and scaling this unique facet of your sales pipeline.

In this whitepaper, learn how to:

  • Avoid the 6 most common center of influence pitfalls
  • Build a process for finding and developing center of influence relationships
  • Effectively leverage and implement center of influence opportunities
  • How to grow your sales pipeline in the short and long-term.

Contact us to talk about your goals or start reading our whitepaper to learn more about how your centers of influence strategy can transform your growth potential.

Download 6 Reasons Why Centers of Influence Fail

About the Author/Host

John Pojeta

John Pojeta - Vice President of Business Development

John researches new types of business and manages and initiates strategic, corporate-level relationships to expand exposure for The PT Services Group. John came to The PT Services Group in 2011. Before that, he owned and operated an Ameriprise Financial Services franchise for 16 years.

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