A Smarter Way to Build COI Relationships
How Evergreen uses Virtual Interviews and Pro Days
to turn professional relationships into active referral lanes.
Most COI Relationships stay polite.
Few become active.
Many advisors build
COI relationships the traditional way.
Lunches
Networking events
Occasional check-ins
“Just wanted to stay in touch” emails
But it is slow. It is inconsistent.
And it rarely creates real collaboration.
The difference between
a friendly relationship
and an active referral lane is simple:
Collaboration.
A repeatable reason to work together.
Interviews are not content.
They are a relationship engine.
Evergreen uses interviews as a structured, repeatable reason to collaborate with Centers of Influence.
Two Formats. One Strategy.
1) Virtual Interviews
The Always-On COI Builder
What it is
25-minute remote conversations recorded monthly or quarterly.
What it does
- Keeps strong COI relationships warm
- Turns “checking in” into structured collaboration
- Creates shared assets both parties can use
- Moves polite relationships toward active referral flow
Low friction. Repeatable. Compounding.
2) Pro Day Interviews
The Relationship Accelerator
What it is
A focused recording day with multiple guests and elevated production.
What it does
- Upgrades relationship status
- Signals seriousness and credibility
- Opens new COI relationships faster
- Creates high-leverage, high-quality shared assets
It is not just content. It is a credibility event.