Bill Walton Keynote speaker at CIPC February 28, 2019

Finding the right referral partners makes selling so much easier. They advocate for your business. They introduce you to new connections, and they help you move the sales needle. But cultivating the right referral partners in the private client space is different. Referral partners and centers of influence are bombarded with requests to “connect” and the best aren’t looking to help you. They want to add value to their network. This session will help you think more broadly and strategically about your COI network.   
 
Topic areas will include:

• Who is actually right for me and my practice?
• What value do I bring to potential COIs? Who would find that compelling?
• Where do I find the ideal COI candidate?
• What should my messaging be with COIs?
• How should I plan for contact with a COI that valuable and differentiated?
• When do I know I’ve earned the right to ask for introductions?