To help financial advisors deliver better value to their clients
This course is designed to help financial advisors establish partnerships with CPAs and attorneys, and increase their ability to get referrals. In 6 dynamic sections, you will hear the perspective of CPAs, attorneys and financial advisors who have created referral-based relationships with Centers of Influence (COIs).
WHAT YOU WILL LEARN
Financial advisors who complete the course will learn:
1. The proper mindset and expectations before approaching a COI
2. How to effectively approach and meet with a COI
3. How to deepen COI relationships and increase your ability to get referrals
SECTION 1 – UNDERSTANDING THE REFERRAL RELATIONSHIP
SECTION 2 – ESTABLISHING A PARTNERSHIP
SECTION 3 – THE ADVISOR THAT GETS REFERRALS
SECTION 4 – HOW TO APPROACH A COI
SECTION 5 – FURTHERING THE RELATIONSHIP
WHY TAKE THIS COURSE?
What are financial advisors are saying
about the COI Course?
How long will it take to complete the course?
The course can be completed within 90 minutes
Why should I take the course now?
Developing referral-based relationships with COIs takes time. The sooner you develop the skills and begin the process of meeting CPAs and attorneys, the sooner you will see results in your business.
Where is the content housed?
Our video content is securely housed with VIMEO, and we use Teachable for our online course platform.
Can my company view the progress of our advisors?
Yes. If your company would like “real-time” updates, we can give admin access to a representative of the company. This will allow the firm to see who has enrolled and completed the training.