CLJ Advisory

Helping financial advice professionals grow their business with Centers of Influence (COI) partnerships

FREE GUIDE

4 STEPS TO COI REFERRALS

Learn a simple and effective process to get in front of more Centers Of Influence (COIs) and attract new clients

What Financial Advisors Say

From financial advice professionals that have experienced our COI Referral Training

Testimonials

Financial Advisors

In order to get more referrals, you need to meet with more COIs

In this masterclass, learn the steps to create a large network of CPAs, attorneys and other Centers of Influence.

After completing our training, financial advisors have attracted

In new client assets
$ 0

in new client assets

If you’re ready to build your COI referral networks so you can see continuous organic growth in your business — let’s get started today!

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