Winning over COIs
One of the best ways to grow your business is through referrals from other professionals such as attorneys, real estate agents, CPAs, trust professionals and other centers of influence (COI). But how do you identify and nurture COI partnerships to ensure that they are mutually beneficial?
Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett will share proven strategies to developing prosperous centers of influence and professional partnerships in your community.
Prior to joining Advisor group, Kirk led the human resources and the strategy functions at Securities America and events planning and strategic development efforts for Ladenburg Thalmann. Kirk earned a master’s degree in industrial and organizational psychology from the University of Nebraska at Omaha (UNO) and graduated with honors from Washburn University in Topeka, Kansas. He has been an adjunct instructor for the UNO College of Business MBA program and holds the Series 7 and 24 securities licenses, the Behavioral Financial Advice (BFA) designation and is a certified BFA instructor.
Date and Time
Wed, April 14, 2021
2:00p - 3:00p EST