Description

In this IIL financial services webinar for financial advisers and wealth managers, David Hazelton will discuss how to develop potential Centres of Influence (COI), opening the referral door and moving a referral relationship from affiliate to strategic partner status. David will outline a proven process for maximising introducer relationships with practical steps for the audience to take away and action.

In this webinar, David will outline a process that is designed to help you understand your business better and develop introducer relationships to help you grow. You will learn how to identify the quickest path to more referrals, whilst building productive partnerships that enhance client solutions for both parties. David will also cover how to demonstrate your three C’s – competence, caring, and consistency – and solving problems for potential COI clients.

Speaker

David Hazelton, Practice Intelligence Manager, Raymond James

Gain an insight into

• Defining an ideal Centre of Influence / referral relationship
• How to identify and approach potential COIs
• Practical ways to maximise the value of your introducer relationships