Referral Builder Workshop

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

Next session:

2/29 and 3/1

12 – 1 pm est

After completing our training, financial advisors have attracted

$ 0
In new client assets

In new client assets

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.


“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

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.

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

Are you ready to get started?



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