Raising the level of the financial advice industry around the world

COI Referral Training

Full 90-minute online course to help financial advisors establish partnerships with COIs.  Includes 6 sections with Introduction and course review.

$399

Prepare Yourself to Meet COIs with Confidence

Prepare yourself to meet a CPA or attorney.  Includes the first 3 sections of the COI Referral Training course.

$179

Effectively Approach and Build COI Relationships

Learn how to approach and further develop COI partnerships.  Includes sections 4 and 5 of the COI Referral Training course. 

$159

Group training

One-time or subscription based training.  Includes video and customized office training to help financial advisors establish partnerships with COIs.

starting at

$299/mo

Subscription

Premier membership includes exclusive video content to help financial advice professionals grow themselves and their business.

$9.99/mo

WHAT OUR CLIENTS ARE SAYING

The 4 steps to COI Referrals e-book reveals a simple strategy to begin creating partnerships with CPAs and attorneys

In this e-book, learn why should you develop a team of multiple COIs

The COI Referral Training is empowering students and financial advisors globally

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How to get more referrals from CPAs, attorneys and other COIs