2-Day Training Event to help you grow a large COI Network
Financial advisors get immediate access to the COI Referral Training course, to enroll and complete. This course sets the foundation for more engagement and effectiveness for the live training sessions.
On Day 1, we will help you identify and clearly communicate the value you can bring to CPAs and attorneys. During the 2nd session we will review the process to grow a large referral-based network of COIs
Once enrollment in the COI Referral Training course is confirmed, Zoom link and calendar invite to follow