18 Aug
Goldman Sachs Webinar: Redefining Your "Centers of Influence (COI)" Strategy


When you need to select a new product or service provider, do you typically ask friends and family for ideas? Most people do. Word of mouth and positive testimonials can be powerful. “Friends of friends” are trustworthy. People tend to choose the products and service providers whom their friends trust. 

Cultivating Centers of Influence (COIs) is an effective way to build your practice. Through COIs, you can affirm existing client relationships, entertain new opportunities, and deliver a source of ongoing referrals between you and valued professional organizations. This is a long-term strategy that requires dedication to cultivating relationships over time.

Over the course of the workshop, participants explore topics such as:

  1. The top 5 COI mistakes advisors make – and how to correct them
  2. A meeting checklist to help advisors execute more effective engagements
  3. Partnerships vs. alliances: understanding differences among COIs
  4. Sharing introductions with COIs and describing your ideal client

Please join us Wednesday, August 18, 2021 at 3pm for our second Business Strategy Workshop. Featured speaker will be Vince Tiseo, business coach with Goldman Sachs. He will be addressing, Redefining your Centers of Influence” (COI) strategy: considering people or organizations who have influence on your clients during key life milestones. You dont want to miss it!

Please join my meeting from your computer, tablet or smartphone. 

You can also dial in using your phone. 
United States: +1 (571) 317-3122 

Access Code: 528-452-917 

New to GoToMeeting? Get the app now and be ready when your first meeting starts: https://global.gotomeeting.com/install/528452917 

Date and Time

Wed, Aug 18, 2021

3:00p - 4:00p CST




Event Registration