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Conversation Circle - Adding Value & Developing COI Relationships
Conversation Circle Information

“They never refer back…” If you’ve said this to yourself before as an advisor, then this conversation circle is for you! This discussion will explore the use of Centers of Influence(COI) and how it is incompatible with the mission as fiduciary advisors to NOT have deep relationships with a few key COI’s. Join us to discuss, share ideas, and learn best practices!

Moderators: Feraud Calixte
Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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