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Ep 31: How to Build a Community of Advisors and COIs
Ep 31: How to Build a Community of Advisors and COIs
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.Building a strong professional community is essential for financial advisors to grow, learn, and thrive. Brenna Baucum, CFP®, founder of Collective Wealth Planning, shares her insights on how to connect with other advisors and Centers of Influence (COIs) to enhance your career and elevate the financial planning profession.
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Episode 31: How to Build a Community of Advisors and COIs
Ep 31 | Guest: Brenna Baucum
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
Building a strong professional community is essential for financial advisors to grow, learn, and thrive. Brenna Baucum, CFP®, founder of Collective Wealth Planning, shares her insights on how to connect with other advisors and Centers of Influence (COIs) to enhance your career and elevate the financial planning profession.
Key Takeaways
✅ The power of community – How a strong network can drive success and provide valuable support.
✅ Where to start – The best organizations for financial advisors to join, such as FPA and NAPFA.
✅ Saying ‘yes’ to opportunities – How involvement in industry events and leadership roles opens doors.
🔗 Connect with Brenna
🔗 LinkedIn
🌐 Collective Wealth Planning – For Advisors
🔗 Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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