Services for Managers and leaders of financial advice professionals


For groups of 20 or less that focus on recruiting and development. Manager will invest in the course and group training for current and future advisors. See more details below.

"The course is excellent! It is extremely valuable for new agents and established to help them grow their practices by mastering their language and systems in approaching COI's such as CPAs and Estate Planning Attorneys."
Roger Silvera, LUTCF, MDRT - New York Life,
Tampa, FL
"This training walks you through the process in choosing and cultivating these partnerships. Our clients lives are complex and having specialized professionals that can provide the added security and peace of mind is reflected in this course."
Aurora Turner - National Life Group
Senior Director, Research and Insights - Winston Salem, NC


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 to discuss.

Yes.  Before registering, please send an email to 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.

There is no physical contract to be signed.  Simply review the terms of use and sign up online.

If at any point you decide to cancel, simply send an email to  All benefits will continue through the end of the month.