Leveraging Centers of Influence to Optimize Financial Planning Outcomes for Clients

Summary Already Registered? Click here »

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.

• Define the key role that various COIs play in the planning process and how advisors can partner with them.
• Focus on giving, not receiving. Out-give the competition. Do the practice management activities your competitors won’t do and you’ll find people noticing.
• How to use online tools and social media to stay in front of prospects and clients and articulate the value you provide in the financial planning process.
• How to create ongoing communication with the COI so that your financial planning reaches a deeper level that embraces and is fully inclusive of all the touch points between the COI's business and the advisor.

Sara will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

--

CE Credit 

CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire LIVE session we will report your attendance to the CFP Board®.

Investments & Wealth Institute has accepted many of our programs for one hour of CE credit towards the CIMA® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event, we will report your attendance to the Investments & Wealth Institute. If you watch the ON-DEMAND event please email us at [email protected] for the webinar ID to self-report your attendance.

CFA institute allows for CFA Institute members to self-report LIVE and ON-DEMAND webinars for CFA® and CIPM® CE credit

Speakers

Sara Grillo, CFA

Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in Quantitative Finance.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.