Archive for April 2016

A New Take on COI – Amazing!

By Paulette Filion and Judy Paradi | April 4, 2016

Do you think you have a good group of professionals as Centers of Influence (COI)? I am guessing you likely have an accountant, a lawyer, maybe even a real estate agent, all pretty routine, but are they the right people and are they all you need? There is only one way to determine whether you…