COI Mastery Group

A Coaching program for Financial Advice professionals to take their business to the next level.

Grow Your Business

Attract Referrals

Increase Your Revenue

Hi! I'm

Chris
Jordan

CEO and founder of CLJ Advisory – and I help financial advisors create referral-based partnerships with CPAs, attorneys and other Centers Of Influence ( COIs).

Testimonials

What People Say

Professionals that have experience with our COI training content

After completing our training, financial advisors have attracted

In new client assets
$ 0

in new client assets

What You Get

with this membership

Online Courses

Get unlimited access to our Referral Builder Workshop, COI Success Program and our flagship COI Referral Training (Total Value: $1095)

Video Content

Online Content, Webinars, Videos, Study Groups, & All Replays – 24/7 Access to all video content, webinars, videos, and events on critical topics related to growing your business and growing yourself. This includes a special invitation to join our COI Success Program, a 6 week in depth training.

COI Interviews

Exclusive COI Interviews – watch insider interviews with CPAs, attorneys, and seasoned advisors. Learn how COIs think and what they look for in advisor relationships. Hear from seasoned advisors on how they grew a COI network.

Scripts and Downloads

All guides, e-books, downloads, and other resources will be available at your disposal both on the app and on the website. Access them anytime and anywhere.

Your Path To Success

Elevate Your Skills to Become a COI Master

stage

1

Value Proposition

In this stage you will learn how to craft and effectively communicate your value to a COI.

stage

2

Prepare Clients

In this stage, we focus on how you leverage your clients and existing network to meet COS.

stage

3

COI Meetings

In this stage we focus on how you set up and conduct more meetings with CPAs and attorneys.

stage

4

Getting Referrals

In this stage you are getting a few referrals each year from COIs.

stage

5

Referral Mastery

In this stage, you are getting consistent referrals from a few different COIs.

COI Mastery Group

Connecting a global network of advisors with a step-by-step proven system to grow their business with COI partnerships.

$29 / month

One-on-One Coaching

CLJ Connect membership + 1:1 Private Monthly coaching call (30 min) to help you grow a large COI Network

$449 / month

One-on-One Coaching

CLJ Connect membership + 1:1 Private Monthly coaching call (60 min) to help you grow a large COI Network

$699 / month