Learning outcomes

• to identify the value of referrals and the importance of developing centres of influence
• provides advisers with a compelling value proposition for centres of influence
• provides guidance on how to approach potential centres of influence, and
• provides a process to successfully manage referral relationships.


• the value of centres of influence
• belief and obligation
• who to approach
• how to approach
• my 90 day plan
• managing the relationship.

Course dates


  • Wednesday 22 February 2017