COI Referral
Training

A 90 minute self-paced course to increase high quality referrals from Centers Of Influence (COIs)

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

$ 0
In new client assets

in new client assets

"The quality of information and content is excellent! This course is important for students to begin understanding the business of financial planning. Despite anything they learn in the classroom, it is only through a disciplined business approach that they can grow their networks.”
Martin Seay, PhD,
Department Head of Personal Financial Planning at Kansas State University

Course
Overview

The objective of this 90-minute course is to assist financial advisors in establishing partnerships with CPAs and attorneys (COIs). Over 13 video lectures, participants will acquire insights into cultivating professional relationships with COIs. Benefit from the perspectives of CPAs, attorneys, and financial advisors, and kickstart the formation of a COI network to enhance your referral opportunities.

Course Curriculum

INTRODUCTION

Course Objectives (2:07)

SECTION 1 - UNDERSTANDING THE REFERRAL RELATIONSHIP

LECTURE 1 - Benefits of the partnership (5:20)
LECTURE 2 - Barriers to the relationship with a COI (5:36)

SECTION 2 - ESTABLISHING A PARTNERSHIP

LECTURE 3 - Finding the right COI to partner with (4:24)
LECTURE 4 - The types of partnerships (5:25)

SECTION 3 - THE ADVISOR THAT GETS REFERRALS

LECTURE 5 - Qualities of the Select Advisor (6:15)
LECTURE 6 - Knowledge of the Select Advisor (7:03)

SECTION 4 - HOW TO APPROACH A COI

LECTURE 7 - Leverage the client (3:17)
LECTURE 8 - Setting up the meeting (3:03)

SECTION 5 - FURTHERING THE RELATIONSHIP

LECTURE 9 - Proper communication (6:33)
LECTURE 10 - Being a resource (6:02)
LECTURE 11 - Help them market their business (5:53)

SECTION 6 - REVIEW AND NEXT STEPS

LECTURE 12 - Review main points of course (2:33)
LECTURE 13 - Action Steps (1:06)

ADVISOR SUCCESS

“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

$7,450,000

in new client assets

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

Financial Planning students

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!

One-time payment

$399

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