Content Marketing

What is Centers of Influence (COIs)?

Centers of influence (COIs) are trusted professionals — such as accountants, attorneys, and other advisers — whose relationships and referrals can send high-quality clients to a firm.

COIs are a primary growth channel for many advisory firms because their referrals come pre-qualified with trust. Content plays a direct role here: a podcast is a natural reason to invite a COI on as a guest, deepening the relationship while producing an episode.

Content also keeps you top of mind between conversations. A COI who regularly sees your thoughtful material is more likely to refer, and better equipped to describe what you do.

Building COI relationships is slow, relationship-driven work — content makes it more consistent and scalable.

Back to the full glossary.

Let's talk about what your firm could publish.

No pitch deck, no pressure — a conversation about what a real content program looks like when every advisor on your bench has a voice.

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