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Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

In this interactive 90-minute session Tina Corner Stolz, Adam Koos and Mike Garrison will share expert strategies in building high-value referral relationships with Centers of Influence (COIs) share proven, real-world strategies for generating consistent, qualified opportunities. The panel will reveal the specific approaches top professionals use to identify, engage, and collaborate with COIs in ways that drive measurable results. Through candid discussion and practical examples, you’ll learn how to move beyond casual networking into intentional, mutually profitable partnerships. Ample time will be devoted to audience Q&A, giving you direct access to the panelists’ expertise and tailored advice for your business. Walk away with actionable strategies you can implement immediately to strengthen your COI network and accelerate your growth.

  • How to identify which COI’s will produce referrals.
  • Some ‘off the beaten path’ examples of potential COI’s.
  • How to organize an engaged and connected COI Team.
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