TDAI Advisors

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.