Most frequent questions and answers
When you sign up for OEA, the manager (or account owner) will receive a link for free access to the COI Referral Training course. Simply share the link with your team and encourage them to enroll in the course. Additionally we will begin a 6-session exclusive group training to review and discuss the main points of the course.
The OEA includes: unlimited course logins that can be given to any existing or future advisor on your team. Additionally we will conduct 1 training series per year along with a monthly team call. Each team call will provide time for concept review and feedback sharing among the group.
These benefits will continue as long as the subscription is active.
The OEA is for managers with teams of 20 or less that want to develop a team that successfully partners with COIs. The training material is for new and experienced advisors. For larger teams send an email to firstname.lastname@example.org to discuss.
Yes. Before registering, please send an email to email@example.com to discuss logistics.
This is the first and only training developed by a former wholesaler that combines an online course with group discussion on the topic of COI partnerships. In addition, the course includes interviews and a unique perspective from CPAs, attorneys, and RIAs.
If at any point you decide to cancel, simply send an email to firstname.lastname@example.org. All benefits will continue through the end of the month.