Referral Builder Workshop

Grow your strategic connections and attract more referrals from CPAs and attorneys

Next WFA live event:

April 18th and 19th

12-1 pm est

Hi, I'm Chris Jordan

Founder & CEO, CLJ Advisory

We help financial advisors develop referral-based partnerships with COIs, so they can attract more consistent referrals, grow a strong business and ultimately have a more successful career.

After completing our training, financial advisors have attracted

In new client assets
$ 0

in new client assets

Preview Day 1


In this thorough 2-hour course, participants will delve into crafting persuasive value propositions and devising a systematic process to grow a robust network of COIs. Through practical guidance and actionable strategies, attendees will learn how to effectively communicate their value and establish meaningful connections with CPAs and attorneys. By the end of the course, participants will be equipped with the knowledge and tools to expand their professional network and enhance their referral opportunities.

Course Curriculum


Identify Your Value
Communicate your Value Proposition

DAY 2: THE PROCESS (92:40)

Prepare clients for an introduction
Set up the meeting with a COI
Prepare for the meeting


“This course changed my attitude about approaching CPAs and Estate Attorney’s going forward. I feel I developed a voice to build with the COI and to ultimately bring more value to the client relationship.”
-David H., Wells Fargo Advisors - Portsmouth, NH
Senior Financial Advisor

16 referrals
10 new clients


in new client assets

What will you get?

In this dynamic workshop, you’ll gain hands-on strategies and actionable insights to transform your approach to referrals from CPAs and attorneys. Over two engaging sessions, you’ll gain the following:

Effective Communication Techniques

Hone your communication skills to clearly articulate your value proposition, making it easy for CPAs and attorneys to refer clients your way.

Process to Build a COI Network:

 Acquire step-by-step process on setting up and maintaining a robust referral system that consistently delivers results. Discover proven methods to expand your network within the CPA and attorney community, ensuring a steady stream of quality referrals.

By investing in the Referral Builder Workshop, you’re investing in the future success of your financial advisory practice. Seize this opportunity to accelerate your growth, increase your client base, and establish yourself as the go-to advisor in collaboration with CPAs and attorneys. Don’t miss out on this transformative workshop that will reshape your referral strategy and elevate your professional success!

Day 1

Value Proposition

To stand out in a crowded market, a value proposition should highlight what sets the financial advisor apart from competitors. This could include a unique approach, specialized expertise, a proven track record, or innovative services that distinguish the advisor in the eyes of potential clients.

Day 2


Developing a process for a financial advisor to build a network of Centers of Influence (COIs) is a strategic approach that can lead to mutually beneficial collaborations. CPAs often have clients seeking financial advice, and by building partnerships, financial advisors can tap into a new source of high-quality leads.

Who is this course for?

This course offers an in-depth exploration of COI partnerships that is valuable to all financial planners, insurance agents, wealth management consultants and even financial planning students. The course offers value to:

New advisors

Just getting started in the business

Seasoned advisors with over 20 yrs experience

Looking for a refresher (or purchase for their junior partners)

Advisors with 3-10 years of experience

Looking to grow their business with COIs

Here's What Others Are Saying:

“Due to your training, I've been motivated to speak to 2 clients and schedule 3 COI appts (an attorney and two CPAs). I will be meeting with the COIs and clients at the COI's offices. I can truly see the value in your training.”
-Alisa E. - Lake City, FL
Financial Advisor
“The way to approach a COI is truly unique and well covered. I liked the course a lot.”
-Dhilan S. - Glastonbury, CT
Financial Advisor
“Good investment and time well spent.”
-Dan C. - Bethesda, MD
Financial Advisor

If you’re ready to build your COI referral networks so you can see continuous organic growth in your business — let’s get started today!

Can't make the live event?


Get unlimited access to a previous workshop and review both sessions at your convenience.  Also includes participation in two live interactive sessions with other financial advisors.

Note: This event is hosted by CLJ Advisory and not by Wells Fargo Advisors.

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