Join Us

Join Us for the Webinar to Increase Your Center of Influence Referrals

— Leverage your client service model to make COI networking easier
— Ensure that your COIs refer you to affluent clients
— Develop an ongoing COI marketing plan

If you believe your COI strategy should be a central element of your prospecting and marketing success, sign up for this important webinar.
April 17,  2:00PM ET  — >> Register Now

Ron Dickinsonquote-mark-smRob Brown’s approach to the ‘Ultimate Client Experience’ is a road map that takes the reader to the promised land of how we should all be running our business and serving our clients. By working with Rob, I’ve moved my business from one with satisfied clients and limited referrals to one where my only problem is keeping up with the growth.”

— Ron Dickinson, CPA, CFP®, MPA-Tax
Dickinson Investment Advisors


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