CLJ Advisory
Win more high-quality clients, revenue, and referrals with no prospecting.
FREE download
You’re sending referrals out, But the referrals aren’t coming back.
If you’ve spoken with CPAs or attorneys but walked away with zero referrals, these hidden barriers may be the reason why.
WHAT industry professionals HAVE TO SAY
"Got my first referral from an estate attorney! The course trainings showed me how to deepen an existing relationship with an estate attorney. We always talked about referring clients, but I wasn’t conveying the value I could bring to the table. The course helped me do just that and the result was the first in what should be a long line of quality introductions.”
MIKE GUTHRIE, FINANCIAL ADVISOR
SHP FINANCIAL - BOSTON, MA
"The course brought a level of nuance I haven’t seen before on the topic of COIs. It is worth 10 years of instant client service/acquisition experience!"
JAMES N. WHIDDON, CFP, MSFS
PROFESSOR, FINANCIAL PLANNING - TEXAS A&M UNIVERSITY
“If you are needing help building great COI relationships, reach out to Chris Jordan and let him help you! His program has been so beneficial for me!”
Spencer Luecke, financial advisor
LPL FINANCIAL - LA SALLE, IL
"The quality of information and content is excellent! This course is important for students to begin understanding the business of financial planning. Despite anything they learn in the classroom, it is only through a disciplined business approach that they can grow their networks.”
MARTIN SEAY, PHD
HEAD OF FINANCIAL PLANNING - KANSAS STATE UNIVERSITY
financial advisors have attracted over
In new client assets
$
0
From COI referrals after completing our training
coi referral masterclass
Tired of one-sided COI relationships with no referrals?
In just 1 hour, you’ll learn the proven skills to turn CPAs, attorneys, and other COIs into a steady stream of high-quality client referrals
How Chris can help you:
Learn at your own pace.
The complete online training and resource library designed to help financial advisors build stronger CPA and attorney relationships and create a consistent COI referral strategy.
Get coached. Stay accountable.
My private group coaching program designed to help financial advisors build stronger CPA and attorney relationships, generate more referrals, and create a consistent COI referral strategy.
Get personal. Get focused.
My private 1:1 coaching program designed to help financial advisors build stronger CPA and attorney relationships, generate more referrals, and create a consistent COI referral strategy.
connect
lets connect on social media
Looking to attract more COI referrals and grow your business? I share daily insights to help financial advisors and insurance agents master COI partnerships, gain high-value referrals, and scale their practice.
From quick, actionable tips on Instagram to in-depth strategies on You Tube, my content is designed to help you build trust with CPAs and attorneys, secure more referrals, and elevate your success.
Follow me and start turning COIs into your best referral source!
