Financial Advisors

Value Proposition Guide

Identify and effectively communicate your value to CPAs, attorneys and other Centers of Influence (COIs) and make it easy for them to refer clients to you.

The Value Proposition Guide will help you:

Identify value from your past experience

See what makes you different from other financial advisors

Effectively answer the question, “What do you do?”

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.

Since 2019, we have helped financial advisors attract over $62MM in new assets referred from CPAs and attorneys.

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!