Financial Advisors

3 Questions To
Ask a COI

Learn the top 3 questions to ask a COI to build rapport and deepen the relationship.

Hi, I'm Chris Jordan

Founder & CEO, CLJ Advisory

We help financial advisors develop referral-based partnerships with COIs, so they can attract more consistent referrals, grow a strong business and ultimately have a more successful career.

Since 2019, we have helped financial advisors attract over $62MM in new assets referred from CPAs and attorneys.

Are you ready to develop a large referral-based COI network?