Creating Centers of Influence (CCOI)

Summary

This workshop is designed to assist the producer in developing Centers of Influence that can be used to expand their business with high net worth (HNW) individuals. CCOI provides the participant with an understanding of how to find and utilize HNW networks in order to build their portfolios.

Program Dates & Registration

There are no upcoming events.

Topics

Understand how a Center of Influence (COI) sales and marketing strategy works
Know how to uncover the right COI’s for your business plan
Know the characteristics of a high potential COI
Understand how to develop the business relationship between you and the COI
Demonstrate how to develop a WIIFM statement
Demonstrate how to discuss your value proposition with the COI
Demonstrate the strategies and tactics to gain referrals from the COI

Audience

All agents, brokers and producers within an agency

Duration

1/2 Day

See Program Dates

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