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VERSION:2.0
PRODID:-//The Family Wealth Alliance//Silkstart Technology Inc.//
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TZID:America/Chicago
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DTSTART;VALUE=DATE-TIME:20260308T020000
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TZOFFSETFROM:-0600
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DTSTART;VALUE=DATE-TIME:20261101T020000
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SUMMARY:Young Professionals Network Workshop: Leveraging Centers of 
 Influence
DTSTART;TZID=America/Chicago;VALUE=DATE-TIME:20251120T130000
DTEND;TZID=America/Chicago;VALUE=DATE-TIME:20251120T143000
DTSTAMP;VALUE=DATE-TIME:20241216T175327
UID:6760691796385f05c89f4139
DESCRIPTION: Referrals are a key organic growth strategy for family 
 offices. The ability to bring in new business is a skill highly valued by 
 firm leadership\, and one that can make young professionals stand out. 
 While most referrals come from satisfied clients\, referrals from other 
 professionals can be a critical source of new business as well. Engaging 
 key Centers of Influence (COIs) can be complex and time-consuming\, so it 
 takes a well-crafted strategy and on-target execution to build 
 relationships that generate these referrals. Through this interactive 
 session\, you&rsquo\;ll discover how to build mutually beneficial 
 relationships with CPAs\, attorneys\, outplacement professionals\, and 
 other trusted sources. Together the group will explore how to represent 
 your firm as differentiated in a crowded field\, how to avoid the most 
 common pitfalls and obstacles in COI relationships\, and how to increase 
 the likelihood that COIs will refer their clients to you. Speaker: Jay 
 Wampler\, Director &amp\; Senior Business Management\, Consultant\, 
 Charles Schwab &amp\; Co.\, Inc. Please reach out to Emily Gorz\, 
 emily.gorz@fwalliance.com with questions about the Young Professionals 
 Network. 
LOCATION:Virtual
PRIORITY:5
URL:https://www.familywealthalliance.com:443/events/young-professionals-
 network-workshop-q4
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