Developing Thriving COI Relationships: Your Way

When:  Oct 12, 2023 from 14:00 to 15:00 (ET)

The October 2023 Women & Finance Knowledge Circle will be held on Thursday, October 12th at 2 pm ET.

Knowledge Circle host Grethcen Halpin will be presenting, "Developing Thriving COI Relationships: Your Way."

Join us for an engaging virtual discussion on the topic of developing COI relationships, with a focus on exploring whether women approach this differently.  
This meeting is not a one-sided presentation but a collaborative discussion where your active participation is encouraged. Please be prepared to turn on your cameras, engage with fellow participants, and contribute your insights and experiences to enrich the conversation. Together, we'll delve into the nuances of CIO relationships and uncover whether there are distinctive approaches women bring to this critical aspect of professional growth. 
This interactive meeting will provide insights into selecting, nurturing, and cultivating successful CIO relationships. Gretchen Halpin will facilitate our conversation covering the following key areas: 
1.    Typical CIO Relationships: Gain a deeper understanding of the dynamics and components of CIO relationships, both traditional and emerging. 
2.    How to Choose the Right CIOs: Discover strategies and best practices for identifying and selecting CIOs who align with your objectives and values. 
3.    Building a Win-Win Growth Plan: Learn how to develop mutually beneficial strategies that foster growth for both you and your CIO partners. 
4.    Being Authentically You: Explore the importance of authenticity and its impact on female advisors in the context of CIO relationships. 

Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades strategic consultant, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.

Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.