Financial Advisors

4 Steps to COI Referrals

Learn a simple and effective process to get in front of more COIs and attract new clients


The 4 Steps to COI Referrals will:

Help you effectively approach CPAs and attorneys

Give you a simple process to build a COI network

Help you attract more referrals

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?