Success Path

Step-by-step course to develop a large referral-based network of CPAs and attorneys

Hi! I'm

Chris
Jordan

CEO and founder of CLJ Advisory – and I help financial advisors create referral-based partnerships with CPAs, attorneys and other Centers Of Influence ( COIs).

Testimonials

What People Say

Professionals that have experience with our COI training content

After completing our training, financial advisors have attracted

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Your Path To Success

Elevate Your Skills to Become a COI Master

stage

1

Value Proposition

In this stage you will learn how to craft and effectively communicate your value to a COI.

stage

2

Prepare Clients

In this stage, we focus on how you leverage your clients and existing network to meet COS.

stage

3

COI Meetings

In this stage we focus on how you set up and conduct more meetings with CPAs and attorneys.

stage

4

Getting Referrals

In this stage you are getting a few referrals each year from COIs.

stage

5

Referral Mastery

In this stage, you are getting consistent referrals from a few different COIs.

watch lecture 1: identify your value

Course
Objective

By the end of this 60-minute course, participants will have the skills to generate professional referrals and establish meaningful relationships with CPAs (Certified Public Accountants) and attorneys. Through 8 lecture videos, the course offers a step-by-step process covering strategies, techniques, and practical applications to improve networking abilities and foster referral generation.

Curriculum

SESSION 1

Identify Your Value (8:31)

SESSION 2:

Communicate Your Value (7:04)

SESSION 3:

Prepare Clients (11:10)

SESSION 4:

Set up the Meeting with a COI (9:48)

SESSION 5:

Prepare for a Meeting with a COI (5:17)

SESSION 6:

Conduct a Meeting (6:49)

SESSION 7:

Referral Mastery (6:10)

SESSION 8:

Leverage Your Existing COI Network (3:35)

Who is this course for?

New Advisors

 Just getting started in the business​

Mid-Level Advisors

With 3-10 years experience looking to take their business to the next level

Seasoned advisors

With over 20 years experience looking for a refresher (or purchase for team)

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

$297

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