Wealth Management Series
Education Luncheon
Wednesday, March 11, 2026

Panel Discussion: Developing and Leveraging Center-of-Influence (COI) Networks

What is the most common mistake financial professionals make when building relationships with professional centers of influence? Why do so many advisors consistently refer business to accountants and attorneys—yet rarely see referrals returned?

Join us for an insightful and practical panel discussion focused on transforming your approach to COI relationships. Our distinguished panelists will share a definable, repeatable process for building a sustainable pipeline of high-quality professional referral sources. Attendees will gain actionable strategies for conducting more effective ongoing meetings, strengthening reciprocal partnerships, and ultimately generating meaningful, consistent referrals.

Whether you are looking to enhance your existing COI relationships or establish new strategic alliances, this session will provide practical frameworks and real-world insights you can implement immediately.

Panelists
Brian D. Gallary
Senior Vice President, Head of Strategy and Consulting

Joshua Gottfried, CFP®, AIF®
Co-Founder and Principal
Gottfried & Somberg Wealth Management, LLC

Moderator
Raymond Bovich, CFA
Partner | Wealth Manager
Wooster Square Advisors, LLC

SCHEDULE:
12:00 – 1:30 PM

COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00

1.5 CE Credit awarded for CFA Society Hartford members.