In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, talks with Naz Hassanein, founder of Worthy Circles, a Boston-based peer-to-peer networking group for professionals in the family office and UHNW advisory space. With over 25 years of industry experience, Naz shares the inside story of how and why she built a thriving community rooted in trust, authenticity and long-term relationship building.

In this episode, you'll hear helpful insights on:

• How to grow your family office business through COI (Centers of Influence) marketing and why lasting results come from consistent effort, authentic communication and real connection.
• The two critical reasons someone refers business to you and how Worthy Circles is structured to nurture both.
• Practical, tactical strategies for building referral networks without the hard sell, from content co-creation to thoughtful follow-up practices.
• How peer networking groups can support talent acquisition in a hard-to-hire market by opening the door to greater visibility and genuine relationships.
• Why defining your niche and showing up as your authentic self are key differentiators in today's bespoke advisory world.

If you're an advisor trying to crack the code on COI marketing—or just want to hear how one woman turned a powerful idea into a professional movement—this episode will provide clear ideas you can put into practice.