Services for Insurance, Wirehouse, Independent and Bank wealth management programs

"This training walks you through the process in choosing and cultivating these partnerships. Our clients lives are complex and having specialized professionals that can provide the added security and peace of mind is reflected in this course."
A. Turner - National Life Group
Senior Director, Research and Insights - Winston Salem, NC

COI Training

Develop a culture of productive partnerships with CPAs, attorneys, and other COIs

Live training for 500 or more financial advisors of an organization.  Includes access to the COI Referral Training online course plus a FREE 30-day membership to CLJ Connect, our online community where advisors get unlimited access to online content, webinars, live COI interviews and more! 

Our online course video content can be easily integrated into an already established training platform, company website, or accessed via link to connect to our Learning Management System (LMS). 

"Chris- another great session- I am determined to make this work. You are a strong motivator and I hang on every thought and idea you pass out. My mindset has completely changed to find a way to serve my client well with a COI."
Senior Vice President - Wells Fargo Advisors
Financial Advisor - Portsmouth, NH

Ready to get started?