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


  • 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


All agents, brokers and producers within an agency


1/2 Day

Information Request

Program Information Request