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Benefits of a COI Partnership #3: Differentiation
Posted on September 1, 2020
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 on August 5, 2020
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 on July 6, 2020
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 on May 3, 2020
Consider these 3 reasons why you should creating a network of CPAs and attorneys.
Don’t waste time
Posted on April 3, 2020
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 on March 3, 2020
In this video, watch how faith can help keep focused on your goal in the midst of COVID-19
Further the relationship
Posted on February 3, 2020
 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 on January 3, 2020
In this video, watch a simple way to get in front of a CPA 
Be the select advisor
Posted on December 3, 2019
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 on October 3, 2019
As year end approaches, use this time to develop COI relationships and set yourself up for growth
The first 6 months
Posted on September 3, 2019
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 on August 3, 2019
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 on August 3, 2019
In this video, listen to an RIA describe how he gets referrals by leveraging new client relationships.
The winner’s mentality
Posted on July 3, 2019
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 on July 3, 2019
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 on July 3, 2019
In this video you will hear 3 ways to develop confidence in yourself
Communicate your value
Posted on June 3, 2019
This quick video shows how a financial advisor can communicate their value when meeting with a CPA
Repeat the process
Posted on June 3, 2019
This video recaps the steps to establish COI partnerships with the final step: REPEAT THE PROCESS
Professional vs. Personal trust
Posted on June 3, 2019
This video explains the difference between personal and professional trust, and why professional trust is most important
Setup and conduct the meeting
Posted on June 3, 2019
This video discusses a few key points of the introductory meeting with a COI....and client
Prepare the client (part2)
Posted on June 3, 2019
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 on June 3, 2019
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 on June 3, 2019
This video explains the simple first step as you begin to approach COIs
Including a CPA
Posted on June 3, 2019
In this video, watch how an adivsor gets agreement from a client's CPA
Section 6 – Course Review
Posted on May 3, 2019
 This video is a review of the most critical points of the COI referral course
Section 5 Review
Posted on May 3, 2019
 This video is a review of Section 5 of the COI referral course discussing How to Further COI relationships
Section 4 Review
Posted on May 3, 2019
 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 on April 3, 2019
 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 on April 3, 2019
 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 on April 3, 2019
 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 on April 3, 2019
 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 on March 3, 2019
 In this video, listen to a CPA discuss the importance of partnering with financial advisors
What should I do next?
Posted on March 3, 2019
 In this last section of the COI referral course, this video gives simple next steps to take action
COI Course Introduction
Posted on February 3, 2019
This introduction gives an overview and objectives to students of the COI referral course
Why partner with COIs? (Centers of Influence)
Posted on February 3, 2019
In this video, listen to a CFP discuss the importance of establishing COI partnerships
Welcome to CLJ
Posted on July 3, 2018