Your first task today is to do some research and identify what a center of influence consists of. Identify at least three specific examples of COIs that would be great partners for our team. These contacts will be extremely important for you to grow your book of business.

P r e p a r e a PowerPoint slide in which you define a center of influence and then name three types of COIs, identifying examples of COIs in your fictional network for each. After you have researched the value these COIs add to your business when compared to building your client base on your own, you should summarize one strategy that could be successful in securing a relationship with one of these centers of influence.

Look at the additional resources to understand the concept of building your practice around the strategy of creating relationships with centers of influence. Feel free to uncover additional articles and reports that verify the types of centers of influence that have been engaged by other wealth management teams and the value they bring