Women & Finance Knowledge Circle: Developing Thriving COI Relationships: Your Way
- Registration Closed
Join us for an engaging virtual discussion on the topic of developing COI relationships, with a focus on exploring whether women approach this differently.
This meeting is not a one-sided presentation but a collaborative discussion where your active participation is encouraged. Please be prepared to turn on your cameras, engage with fellow participants, and contribute your insights and experiences to enrich the conversation. Together, we'll delve into the nuances of CIO relationships and uncover whether there are distinctive approaches women bring to this critical aspect of professional growth.
This interactive meeting will provide insights into selecting, nurturing, and cultivating successful CIO relationships. Gretchen Halpin will facilitate our conversation covering the following key areas:
1. Typical CIO Relationships: Gain a deeper understanding of the dynamics and components of CIO relationships, both traditional and emerging.
2. How to Choose the Right CIOs: Discover strategies and best practices for identifying and selecting CIOs who align with your objectives and values.
3. Building a Win-Win Growth Plan: Learn how to develop mutually beneficial strategies that foster growth for both you and your CIO partners.
4. Being Authentically You: Explore the importance of authenticity and its impact on female advisors in the context of CIO relationships.
Gretchen Halpin
Co-Founder
Beyond AUM
Over the course of her 30+-year career, Gretchen has founded and grown more than five businesses. Her journey to success has been guided by one true passion: to help people create the life they want, even when that means challenging the status quo. As Beyond AUM's co-founder, she works with dozens of advisory teams, COIs, custodians, and technology vendors garnered a deep understanding of how the client experience impacts the bottom line and growth of an advisory firm. It also inspired a mission to see independent financial advisors serve more individuals in smarter ways – to both better reach and better address their evolving needs.
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