Win-Win Referral Alliances

12/16/26 @ 11am – 12pm EST Some advisors swear by centers of influence, while others have yet to see results. Some say CPAs offer the most chance of referrals, while others find better partnerships with attorneys, mortgage brokers, and bankers. There’s no universal playbook, but different approaches lead to different outcomes. We believe that focusing on COIs is a no-brainer, partly because working with other professionals is part of providing holistic wealth management. Your clients need your advice and coordination to find experts in complementary fields. Why not develop connections and find ways to send business to one another as well? In this webinar, we’ll explore how to build deeper, more productive relationships with centers of influence. Join Us to Learn How To: Evaluate a COI’s clients, mindset, and referral habits Truly differentiate your practice from other advisors Build a personal connection that drives referrals Showcase your client experience and professionalism Create structure around ongoing COI outreach Make your ideal referral easy to recognize Proactively create outbound referral opportunities Get more credit for the introductions you make Collaborate more effectively around mutual clients Stay visible without constantly asking for referrals