Education Luncheon & Panel – Developing and leveraging Center-of-Influence (COI) networks

Developing and leveraging Center-of-Influence (COI) networks
Wealth Management Series

What is the most common mistake financial professionals make when trying to work with professional centers of influence? Why do most financial professionals refer business to accountants and attorneys, yet those professionals rarely reciprocate? During this session, you will learn a definable and repeatable process for creating a healthy pipeline of professional referral sources, how to conduct ongoing effective meetings and ultimately generate high-quality referrals through these centers of influence.

SCHEDULE:
12:00 – 1:30 PM

COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00

1.5 CE Credit awarded for CFA Society Hartford members.