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

COI Success Fundamentals
Part 1

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

$179

COI Success Fundamentals
Part 2

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

$159

Fundamentals of COI Partnerships

Learn the basic principles to building successful partnerships with CPAs and attorneys

Free course

Group training

Office Elite Access.  Includes video and customized office training to help financial advisors establish partnerships with COIs.

starting at

$167/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 training was phenomenal ! It helped me to realize what I wasn’t doing to capture this market."
Tamara Haskins - New York LifeBethesda, MD
"Great course!"
Marc-Alexandre Barbe - Planisource Inc.,Montreal, QC
"The course reinvigorated our approach to establishing relationships with COI's. We always understood the importance of these referral resources but the course gave a fresh perspective on how to expand on these affiliations. I highly recommend this course for anyone that is dedicated to building their wealth management practice."
Schuyler Sampson, Vice President, CFP® - UBS Financial Services, New York, NY
“The training was very valuable and could really help others in our office. Since the training, I've used what he taught to cultivate my existing relationships while looking for others.”
Stephan Taylor - New York LifePasadena, CA
"As an advisor, I found it difficult get referrals from CPAs and wanted to find ways to establish mutual relationships with accounting firms. Through CLJ Advisory's CPA Module, I was able to speak personally with a CPA and discuss my concerns. This 30 minute phone call was extremely informative and give me insight into working collaboratively with CPAs and ways to build my referral base."
Stephanie Abee - CambridgeRaleigh, NC
"With CLJ Advisory you get distinct character and insider knowledge, they have created a way for advisors to gain referrals through CPAs. From past history of working as a wholesaler, they have created a module that allows you to easily navigate through the steps to get your questions answered by leaders in the industry and give you the confidence to be the referral that every CPA wants to send clients to. Working alongside Chris has been an astounding door opener already."
Kyle Hackney - Money ConceptsChapel Hill, NC
"Working with CLJ Advisory allows me time to focus on my practice and not worry about keeping up with social media. Their background in my world of financial services makes them the go-to company. Can't imagine having to do all that they do for me on my own!"
Ben Herritage - Capital Financial PartnersColumbia, SC
"I enjoyed the step-by-step approach toward the mastery of working with COIs. Chris made it easy to implement his process that led me to reaching more affluent clients who valued and were desperately seeking my talent."
Eric Chappell - New York LifeMontgomery, AL
“The COI course provides financial professionals with the insights we need to flourish and stand out among the masses."
Jamille Shands-McGuire - New York LifeWhite Plains, NY
"Just want to thank CLJ University for the awesome course! It helped me set a team-oriented atmosphere between my clients and their tax and legal professionals." -
Jonathan Brown - The Brown Services Group, LLCSan Jose, CA
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Free Resources

In this resource, learn 12 main points for a financial advisor to understand to successfully build COI partnerships.

Click here to watch the webinar

In this e-book, learn the main benefit for a financial advisor that develops partnerships with CPAs and attorneys.

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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Cities worldwide
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Course Lectures completed
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Firms and universities represented
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Referrals from COIs

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