Description

This course looks at the professionals in the centers of influence community (COI) and how to effectively engage them in order to develop new business.
What You’ll Learn
After completing this course, students will be able to:

Describe COIs and how they assist business professionals to expand their networks;

Identify the different types of COI professional relationships that may match your expertise

Explain the benefits of focusing on COI perspectives and your positive appeal when communicating your value proposition

Explore ways to address sensitive issues with referrals to avoid challenges in COI relationships

Identify the COI strategy, value proposition, and contact arrangement for an actionable COI engagement plan

Apply tracking and follow up techniques to monitor your engagements and determine which COIs are most effective

Additional information

Audience	Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.
Length	Approximately 25 minutes
Credits	0.50 CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online