Your task today is to prove how good your communication skills are while building trust with a brand new COI. Isabella understands the importance of being able to secure new relationships with centers of influence, and how these partnerships can help increase your assets under management.

In order to capture a center of influence relationship, you must successfully present your process of financial planning and the importance it has in acquiring new high$-$net$-$worth clients. Be specific in articulating how we solve problems that have already helped numerous clients with millions in assets accomplish their financial goals. Look over the additional resources Isabella has released to you as you craft your answers.

The title of your work is J$.$P$.$ Morgan Private Bank Division: Accumulating and Maintaining Wealth. You can type your answer in your task submission and compare it to the example answer that has been provided. In your work, you should:

Discuss what is involved in the financial planning process and how a team strategy contributes to a holistic approach.

Explain how you plan on meeting a center of influence and walk us through your process of securing this relationship.