COI Success Program Lectures
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Session 1: Benefits and Barriers (57:13)
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Session 2: Finding the Right COI / Types of Partnerships (47:21)
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Session 3: The Select Advisor / Leveraging Your Client (52:54)
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Session 4: Setting Up a COI Meeting (52:09)
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Session 5: Deepen Your Existing COI Relationships (59:04)
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Session 6: Program Review / Next Steps (52:07)
