Helping advisors enable clients to achieve their financial goals

Advanced Search
  • Subscribe Log In
    • News
      • Articles
      • Commentaries
      • Charts (dshort)
        • Buffett Indicator
        • Household Incomes
        • Margin Debt
        • PE10 Ratio
        • S&P Snapshot
      • Market Outlooks
    • Topics
      • Browse All
      • Featured Topics
        • Alternative Investments
        • ETF
        • Global Markets
      • Other Topics
        • 529/College Planning
        • Active Management
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Closed End Funds
        • Commodities
        • COVID-19: Coronavirus Coverage
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Energy
        • ESG
        • Evergreen
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Fixed Income
        • Healthcare
        • Income
        • Inflation
        • Innovative ETFs
        • Insurance & Annuities
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Municipal Bonds
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Planning
        • Volatility/Downside Protection
        • Women & Planning
    • Featured Firms
      • Browse All
      • Ashmore Group
      • Guggenheim Investments
      • Kailash Concepts Research
    • Featured Insights
      • Nasdaq Investment Intelligence Channel
      • Investing Insights | William Blair
    • Webinars
    • White Papers
    • Virtual Summits
      • Market Outlook
      • Thought Leader
      • Investment Insights
    • Podcasts
    • Small Discussion Groups
    • CE Center
    • Videos
    • APViewpoint
    • Subscribe
    • Become a Member
    • Advertise
    • Guest Submissions
    • About Us
    • Privacy Policy
    • Contact Us
    Home
    • News
      • Articles
      • Commentaries
      • Charts (dshort)
        • Buffett Indicator
        • Household Incomes
        • Margin Debt
        • PE10 Ratio
        • S&P Snapshot
      • Market Outlooks
    • Topics
      • Browse All
      • Featured Topics
        • Alternative Investments
        • ETF
        • Global Markets
      • Other Topics
        • 529/College Planning
        • Active Management
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Closed End Funds
        • Commodities
        • COVID-19: Coronavirus Coverage
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Energy
        • ESG
        • Evergreen
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Fixed Income
        • Healthcare
        • Income
        • Inflation
        • Innovative ETFs
        • Insurance & Annuities
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Municipal Bonds
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Planning
        • Volatility/Downside Protection
        • Women & Planning
    • Featured Firms
      • Browse All
      • Ashmore Group
      • Guggenheim Investments
      • Kailash Concepts Research
    • Featured Insights
      • Nasdaq Investment Intelligence Channel
      • Investing Insights | William Blair
    • Webinars
    • White Papers
    • Virtual Summits
      • Market Outlook
      • Thought Leader
      • Investment Insights
    Subscribe Log In
    Advanced Search

    TDAI Advisors

    TDAI Advisors
    Webinar

    Leveraging Centers of Influence to Optimize Financial Planning Outcomes for Clients

    by Sara Grillo, CFA of TDAI Advisors, 9/27/18

    In this webinar we will cover the essential role centers of influence (COI): attorneys, estate planners, accountants, and other professionals play in the planning process and how advisors can best interact with them. We will focus on overcoming the critical hurdle with many COIs: a reluctance to partner with an advisor and how these relationships benefit your mutual clients to support your business.

    • Define the key role that various COIs play in the planning process and how advisors can partner with them.
    • Focus on giving, not receiving. Out-give the competition. Do the practice management activities your competitors won’t do and you’ll find people noticing.
    • How to use online tools and social media to stay in front of prospects and clients and articulate the value you provide in the financial planning process.
    • How to create ongoing communication with the COI so that your financial planning reaches a deeper level that embraces and is fully inclusive of all the touch points between the COI's business and the advisor.

    Sara will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    View More

    Firm Links

    Sign me up to receive email newsletters from Advisor Perspectives

    • Subscribe
    • Advertise
    • Submissions
    • About Us
    • Privacy
    • Membership Terms of Use
    • Contact Us
    Follow
    © 2022, Advisor Perspectives, Inc. All rights reserved.