Original Air Date: Apr. 15, 2015

Webinar Summary

The ability to be intentional about your relationships with key center of influence contacts begins with organizing around “who” they are and then “designing value propositions” that are aligned with the value they are looking to provide to their own clients.


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Participants will:

  • Learn why center of influence referrals are your best vitamin for a healthy pipeline
  • Develop strategies for prospecting center of influence contacts
  • Understand a simple, effective approach to understanding value propositions
  • See why understanding the goals and struggles of your center of influence is the key to success
  • Observe value propositions for accountants, bankers, and attorneys


Ed Wallace,
President & Chief Relationship Officer
The Relational Capital Group


Approximately one hour

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