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The Secret Ingredients of a Successful COI Strategy

Now Available On Demand

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?

Join Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett and Founder/President of Affiliated Advisors Rita Robbins as they share the three proven steps to developing prosperous centers of influence and professional partnerships in your community. 

Attend this webinar and learn how to:

  • Strengthen the relationships you already have                             
  • Forge new partnerships with other like-minded individuals
  • Earn more quality referrals to grow your business to new heights     
  • Start building your center of influence strategy 

Sponsored by


CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Kirk Hulett
Executive Vice President, Strategy & Practice Management
Securities America, Inc.


Rita Robbins
Founder and President
Affiliated Advisors


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement