Raising the level of the financial advice industry worldwide

Featured Courses

COI Referral Training
A 90 minute self-paced course to increase high quality referrals from Centers Of Influence (COIs)
Chris Jordan Chris Jordan
$399
Communicate Your Value
A 20 minute short course on how to communicate your value proposition to clients and COIs
Chris Jordan Chris Jordan
$29
Prepare Yourself to Meet COIs with Confidence
[Parts 1, 2, and 3 of COI Referral Training]
Chris Jordan Chris Jordan
$179
Effectively Approach and Build COI Relationships
[Section 4 and 5 of COI Referral Training]
Chris Jordan Chris Jordan
$159