Course Objectives | CLJ UNIVERSITY

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COI Referral Training

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)
QUIZ - SECTION 1

SECTION 2 - ESTABLISHING A PARTNERSHIP

LECTURE 3 - Finding the right COI to partner with (4:24)
LECTURE 4 - The types of partnerships (5:25)
QUIZ - SECTION 2

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)
QUIZ Section 3

SECTION 4 - HOW TO APPROACH A COI

LECTURE 7 - Leverage the client (3:17)
LECTURE 8 - Setting up the meeting (3:03)
QUIZ - SECTION 4

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)
QUIZ - SECTION 5

SECTION 6 - REVIEW AND NEXT STEPS

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

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Course Objectives

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