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Circle of Influence Onboarding (Advisors Handbook)Table of Contents Section 1 Resources for COI AdvisorChecklist3Email # 14Email # 25Email # 36Email # 47Section 2 Resources for New Staff Firebrick
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How to fill out circle of influence

01
Start by identifying the people and groups who have an influence on your life.
02
Create a list of these individuals and organizations.
03
Analyze the impact each entity has on your decisions and actions.
04
Consider their values, beliefs, and priorities to determine their influence level.
05
Prioritize the key influencers who have a significant effect on your life.
06
Build relationships with these individuals by engaging in meaningful conversations and activities.
07
Seek advice, guidance, and support from your circle of influence.
08
Regularly evaluate and update your circle of influence to ensure alignment with your goals and values.

Who needs circle of influence?

01
Anyone who wants to make informed decisions and achieve their goals can benefit from having a circle of influence.
02
Professionals seeking career growth can leverage their circle of influence for networking, mentorship, and opportunities.
03
Entrepreneurs can use their circle of influence to gain access to resources, investors, and potential customers.
04
Individuals facing personal challenges can rely on their circle of influence for emotional support and guidance.
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Leaders and decision-makers can benefit from diverse perspectives and insights provided by their circle of influence.
06
Students can seek guidance from their circle of influence for educational and career path choices.
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The circle of influence is a report that discloses individuals or organizations that may have an impact on an individual or organization.
Any individual or organization that may have influence or connections to another individual or organization is required to file a circle of influence.
Circle of influence reports can typically be filled out online or submitted through a designated form provided by the relevant regulatory body.
The purpose of the circle of influence report is to provide transparency and disclose potential conflicts of interest or connections.
Information such as names, relationships, affiliations, and connections to other individuals or organizations must be reported on the circle of influence.
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