Centres of Influence (COI) Workshop

COI Workshop

How to make Centres of Influence your biggest source of new business.

We will share with you 7 simple steps on how to build and generate new revenue from existing and ideal Centre of Influence relationships—by growing their business, not selling yours!

Key learning outcomes

Our practical workshop features five key learning outcomes:

  • Know your ideal client;
  • Identify your ideal COI;
  • Research on the needs of COIs and their SME clients;
  • Understanding and implementing the ‘win win’;
  • Building relationship and product trust.

The learning outcomes can be applied to all of your Centres of Influence. The workshop will feature an Accountant Centre of Influence Case Study and post the workshop, you will have access to Accountant relationship and engagement materials.

Who should attend:

Financial Planners who are prepared to transform the way they work with Centres of Influence and are wanting to:

  • Grow their business;
  • Stimulate existing and attract new relationships;
  • Generate consistent, quality SME referrals.


  • $880 (Incl. GST) per workshop attendee
    Includes the workshop, post workshop materials and Needs review on your own business.

CPD Points

  • 4.5 CPD points upon Workshop completion

"This is one of the most useful PD events I've attending in a long time. I can see that the tools will really help me with rebooting some existing accountant relationships, and the confidence to drive new ones"

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FREE Workshop Introduction 

Please register me for the FREE COI Workshop Introduction.

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