Raising the level of the financial advice industry worldwide

Featured Courses

COI Success Fundamentals - Part 1
Prepare yourself to meet with a CPA or attorney
Chris Jordan Chris Jordan
$179
COI Success Fundamentals - Part 2
How to effectively approach and deepen relationships with CPAs, attorneys and other COIs
Chris Jordan Chris Jordan
$159
Fundamentals of COI Partnerships
Establish successful partnerships with CPAs, attorneys and other COIs
Chris Jordan Chris Jordan
FREE
COI Referral Training
A 90 minute self-paced course to increase high quality referrals from Centers Of Influence (COIs)
Chris Jordan Chris Jordan
$399