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Benefits of a COI Partnership #3: Differentiation
Posted 4 weeks ago
In this video, we discuss the 3rd benefit to creating COI partnerhips. As you have more professional partnerships, you differentiate yourself from other financial advice professionals in your area.
Benefits of a COI Partnership #2: Credibility
Posted 2 months ago
In this video, I discuss the 2nd benefit to creating COI partnerships. As you have more professional partnerships, your credibility will increase.
Benefits of a COI Partnership #1: Client service
Posted 3 months ago
There are several benefits to creating COI partnerships. In this series, you will learn about 4. This first video discusses the main benefit: SERVICE TO THE CLIENT
Why you should develop a COI network
Posted 5 months ago
Consider these 3 reasons why you should creating a network of CPAs and attorneys.
Don’t waste time
Posted 6 months ago
This is a great time to evaluate your life. Many of you are working from home.  Use this as an opportunity to reflect on family, business / career, and personal development.  Prepare yourself to accelerate!
Faith vs fear
Posted 7 months ago
In this video, watch how faith can help keep focused on your goal in the midst of COVID-19
Further the relationship
Posted 8 months ago
 This video shows perspectives from a CPA, attorney and CFP regarding the proper mindset of an advisor as they look to establish COI relationships
Get in front of CPAs now!
Posted 9 months ago
In this video, watch a simple way to get in front of a CPA 
Be the select advisor
Posted 10 months ago
There are three types of relationships between financial advisors and COIs.  The top advisors become the SELECT ADVISOR and receive referrals
Year-end idea
Posted 12 months ago
As year end approaches, use this time to develop COI relationships and set yourself up for growth
The first 6 months
Posted 1 year ago
The first 6 months is where you put in the most work with your client.  Listen to an RIA discuss this prime opportunity to grow your business
Replace your clients’ COI?
Posted 1 year ago
What do you do if you have a team of trusted COIs that may be more competent than the CPA or attorney of your client?  In this video you will hear comments from an RIA with respect to initially approaching your client's COI.  
Referrals from new clients
Posted 1 year ago
In this video, listen to an RIA describe how he gets referrals by leveraging new client relationships.
The winner’s mentality
Posted 1 year ago
In this video you will learn about the mindset of a Winner and why it is important to have that mindset
The main obstacle to getting referrals from CPAs
Posted 1 year ago
In this video you will learn why many advisors don't get referrals from COIs and why you should work to develop professional trust
Self confidence
Posted 1 year ago
In this video you will hear 3 ways to develop confidence in yourself
Communicate your value
Posted 1 year ago
This quick video shows how a financial advisor can communicate their value when meeting with a CPA
Repeat the process
Posted 1 year ago
This video recaps the steps to establish COI partnerships with the final step: REPEAT THE PROCESS
Professional vs. Personal trust
Posted 1 year ago
This video explains the difference between personal and professional trust, and why professional trust is most important
Setup and conduct the meeting
Posted 1 year ago
This video discusses a few key points of the introductory meeting with a COI....and client
Prepare the client (part2)
Posted 1 year ago
In Part 2, we discuss a few scripts you can use to coach your client to help make an effective introduction for you and the COI
Prepare the client (part1)
Posted 1 year ago
In this video, we discuss how you can get your client prepared to make an effective introduction for you and the COI
Getting started with COIs
Posted 1 year ago
This video explains the simple first step as you begin to approach COIs
Including a CPA
Posted 1 year ago
In this video, watch how an adivsor gets agreement from a client's CPA
Section 6 – Course Review
Posted 1 year ago
 This video is a review of the most critical points of the COI referral course
Section 5 Review
Posted 1 year ago
 This video is a review of Section 5 of the COI referral course discussing How to Further COI relationships
Section 4 Review
Posted 1 year ago
 This video is a review of Section 4 of the COI referral course with an emphasis on How to prepare a client to set up a joint meeting
The proper mindset
Posted 1 year ago
 This video shows perspectives from a CPA, attorney and CFP regarding the proper mindset of an advisor as they look to establish COI relationships
Section 3 Review
Posted 1 year ago
 This video is a review of Section 3 of the COI referral course with an emphasis on Listening and communicating your Value Proposition 
Section 2 Review
Posted 1 year ago
 This video is a review of Section 2 of the COI referral course with an emphasis on finding the right COI to partner with
Section 1 Review
Posted 1 year ago
 This video is a review of Section 1 of the COI referral course with an emphasis on how partnerships with a COI can create more business with a client
Do CPAs want to partner with you?
Posted 2 years ago
 In this video, listen to a CPA discuss the importance of partnering with financial advisors
What should I do next?
Posted 2 years ago
 In this last section of the COI referral course, this video gives simple next steps to take action
COI Course Introduction
Posted 2 years ago
This introduction gives an overview and objectives to students of the COI referral course
Why partner with COIs? (Centers of Influence)
Posted 2 years ago
In this video, listen to a CFP discuss the importance of establishing COI partnerships
Welcome to CLJ
Posted 2 years ago
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