A free webinar with Sarano Kelley
Professional Collaboration: The New Discipline for Winning in the Age of AI
Wednesday, October 21, 2026 · 12:00 PM Pacific, 3:00 PM Eastern
The Missing Discipline
Many experienced advisors say Centers of Influence will be a major source of their future growth. Yet when you ask what the strategy is, there usually isn't one.
They have relationships, but no system, and referrals that quietly stall.
Professionals in every field that serves affluent clients depend on one another, and almost none has ever been formally taught how to collaborate. The Professional Collaboration Institute is establishing that discipline.
What You Will Learn
- The new discipline of Professional Collaboration, and why AI makes it more important
- Why most COI strategies stall, and what a real system looks like
- How to see where your own COI strategy is weakest, using the COI Diagnostic
- How Professional Collaboration is organized, around twelve disciplines and four schools of study
The Curriculum
Four Schools of Study
The Science of Collaboration
The Psychology of Collaboration
The Governance of Collaboration
The Practice of Professional Collaboration
Who Should Attend
- Financial advisors
- CPAs and tax advisors
- Estate planning and business attorneys
- Commercial bankers
- Business brokers and M&A professionals
- Insurance and risk professionals
- Consultants
- Firm leaders and executives who serve affluent clients and business owners
25
Professional disciplines studied
12
Disciplines of collaboration
4
Schools of study
Only 3% of formal professional education addresses collaboration, against 96% for technical expertise.
About Your Host
Sarano Kelley is the co-author, with Brooke Kelley, of Professional Collaboration: The New Discipline for Winning in the Age of AI, and a founder of the Professional Collaboration Institute.
From the book by Sarano & Brooke Kelley
What Happens After You Register
You will receive a confirmation with the joining details and a reminder before we begin.
Wednesday, October 21, 2026 · 12:00 PM Pacific, 3:00 PM Eastern