Center Of Influence Strategies

MODERATOR

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Thursday

2:00pm EST

1:00pm CST

11:00am PST

The Secret Ingredients of a Successful COI Strategy

One of the best ways to grow your business is through referrals from other professionals such as attorneys, real estate agents, CPAs, trust professionals and other centers of influence (COI). But how do you identify and nurture COI partnerships to ensure that they are mutually beneficial?

Join Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett and Chief Marketing Officer Susan Theder as they share the three proven steps to developing prosperous centers of influence and professional partnerships in your community. Learn more.

Attend this webinar and learn how to:

• Strengthen the relationships you already have
• Forge new partnerships with other like-minded individuals
• Earn more quality referrals to grow your business to new heights
• Start building your center of influence strategy

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Kirk Hulett

Executive Vice President of Business Coaching & Consulting
Advisor Group, Inc.

PRESENTER

Susan Theder

Executive Vice President, Chief Marketing Officer
Advisor Group, Inc.