Webinar Replay: Leveraging Centers of Influence

In this webinar we will cover the essential role centers of influence (COI): attorneys, estate planners, accountants, and other professionals play in the planning process and how advisors can best interact with them. We will focus on overcoming the critical hurdle with many COIs: a reluctance to partner with an advisor and how these relationships benefit your mutual clients to support your business.

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Categories: Practice Management

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