GROUP TRAINING

Services for Managers and leaders of financial advice professionals

"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

COI Training

Develop a culture of productive partnerships with CPAs, attorneys, and other COIs

Live training for groups of 5 or more people on your team. Includes access to the COI Referral Training online course plus a FREE 30-day membership to CLJ Connect, our online community where advisors get unlimited access to online content, webinars, live COI interviews and more!

New Advisors

Professionals with less than 2 years of experience

We know that most new advisors start out excited the first few months but then struggle to grow their business.  As result, they quit the industry and move on to a new career.  At CLJ Advisory, we have a definite purpose to double new advisor production.  We teach new advisors how to grow their business with CPAs, attorneys, and other COIs early in their career so they can have greater success.  New advisors training will focus on:

  1. Understanding the importance of COI relationships
  2. Building confidence to meet with more COIs
  3. Developing a process to create COI partnerships

Experienced Advisors

Professionals with 3 or more years in the business

For more experienced advisors, we will give more ideas to further develop relationships with CPAs and attorneys in particular.  This training will focus on:

  1. Strategies to build professional trust
  2. Effective language to communicate value to COIs
  3. Developing a process to build a large network of professional relationships

All experiences

For any advisor regardless of their level of experience

Oftentimes, the best way to train your group will be to share successful experiences with others.  By combining new and older advisors in a training session, your sales team can learn from each other.  You as the leader will get more leverage.  This will ultimately create unity and a culture of building successful COI partnerships.

Managers

Leaders of financial advisor teams

For both producing and non-producing managers, we help you develop a culture of successful COI partnerships within your team.  This training will focus on helping you lead your new agents/advisors to:

  1. Realize the importance of building a COI network
  2. Understand the COI-advisor relationship dynamics
  3. Identify and communicate their value
  4. Create an effective process to meet with more COIs
  5. Learn the language and strategies to build professional trust and succeed earlier in their career

What your team will get...

Upon completion of this training your team will:

1. Learn the importance of building a COI network

2. Get a greater understanding of the COI-advisor relationship dynamics

3. Learn how to identify and communicate their value

4. Adopt an effective process to meet with more COIs

5. Learn the language and strategies to build professional trust

Simply choose...

Introduction to COI relationships.  For managers with a focus on recruiting and may want to train multiple groups of new advisors in a given year.  Most affordable option.

$199

per person

(minimum group of 5)

2 live training sessions

Unlimited access to online course

30-Day FREE access to CLJ Connect

Deep-dive training to help advisors create a large network of COIs.  This option is focused on the application of the training curriculum.  Best for managers with a strong desire to create a culture of COI relationships.

$429

per person

(minimum group of 5)

6 live training sessions

Unlimited access to online course

30-Day FREE access to CLJ Connect

Intermediate level training for new and experienced advisors.  This option goes a step beyond the introduction to help your advisors build a process to grow their business with COIs.

$349

per person

(minimum group of 5)

4 live training sessions

Unlimited access to online course

30-Day FREE access to CLJ Connect

Note: All training packages include FREE 30-day access to online courses, webinars, videos, and other resources via CLJ Connect.  

For groups of more than 12, contact us for pricing.

"Thank you for that insightful meeting. Your knowledge is invaluable!"
Francisco Borrego - New York Life
Insurance agent - Tampa, FL

Training Overview

The training was very valuable and could really help others in our office. Since the training, I've used what he taught to cultivate my existing relationships while looking for others."
Stephan Taylor, New York Life
Pasadena, CA

FAQs

Most frequent questions and answers

Training sessions can be scheduled based on availability and preference.  Most often, a manager will coordinate with us to schedule the sessions over a 1 or 2 month period.

This training is for managers with teams of 4 or more that want to develop a culture of successful partnerships with COIs.  The training material is for new and experienced advisors.

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 contract to be signed.  Simply select the number of people in your group and how many sessions you want.  If you prefer to have an invoice sent, simply send an email to: info@cljadvisory.com