Cracking the COI Code: The Untapped Methodology to Land Higher Net Worth Clients
Includes a Live Web Event on 10/07/2026 at 12:00 PM (MDT)
-
Register
- Non-member - Free!
- Member - Free!
Unlock the hidden potential of centers of influence to build powerful referral relationships that consistently introduce more of your ideal-fit clients. Many advisors understand the value of COIs, but far fewer have a repeatable strategy for identifying, engaging, and activating them. The most successful advisors don't simply network—they build intentional partnerships that create mutual value and drive long-term growth.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours:
Advisors will learn:
- How elite advisors identify and activate the right COIs
- The partnership model that produces consistent introductions
- How to turn COI relationships into long-term growth engines
Chris Smith
Founder and CEO
PSBLTY
Chris Smith is the founder and CEO of PSBLTY and one of the financial advisory industry's leading voices on growth, leadership, and advisor development. A former top-producing commercial real estate broker, Chris helps advisors differentiate their brands, strengthen sales, build high-performing cultures, and move upmarket. Over the past decade, he has coached thousands of advisors and partnered with firms ranging from independent practices to some of the largest enterprises in financial services. Known for his authentic storytelling and practical frameworks, Chris equips audiences with the clarity, conviction, and leadership needed to create meaningful, lasting growth.
Key:
Complete
Next
Failed
Available
Locked