Fundamentals of COI Partnerships
Establish successful partnerships with CPAs, attorneys and other COIs
This course is designed to help financial advisors prepare themselves to establish partnerships with CPAs and attorneys (COIs). In this short course you will learn the basic fundamentals which include: Preparing yourself to meet a COI, How to effectively approach and deepen the COI relationship.
WHO IS THIS COURSE FOR?
This course offers an in-depth exploration of COI partnerships that is valuable to all financial planners, insurance agents, wealth management consultants and even financial planning students. interested in learning how to develop these relationship. Our course has enrollments from:
- Financial Planning students and new advisors just getting started in the business
- Advisors with 3-10 years of experience looking to grow their business with COIs
- Seasoned advisors with over 20 yrs experience looking for a refresher (or purchase for their junior partners)
ON COMPLETION OF THIS COURSE YOU WILL:
- Get a practical, holistic understanding of the value of COI-financial advisor partnerships
- Get a greater understanding of the dynamics of establishing COI relationships
- Learn the qualities of an advisor that gets referrals from COIs
After working over 18 years in the financial services industry, I established CLJ Advisory, LLC to empower financial advisors around the world. I have a Business Management degree from Georgetown University's McDonough School of Business. While at Georgetown, I was a four-year member of the Varsity Football team and received the 2000 Phillips Entrepreneurship Prize.
After graduation, I started my career in New York with some of the largest firms on Wall St including Citigroup and BlackRock where I began working with financial advisors. In 2011, I moved to Raleigh to work with Hatteras Funds, a boutique Hedge fund and Private equity firm. Soon after, I worked as a Regional VP with Foresters Financial, where in 2016, I was #1 in sales.
During my career, I worked with and trained financial advisors from various channels including: the Wirehouse, Banks, Insurance, Independent and RIA firms. I noticed most financial advisors struggled to partner with CPAs and attorneys, and only a small percentage did it well. After speaking with several CPAs, I realized there was a disconnect between the understanding of most FAs and how the CPA wants to serve their client (working WITH the financial advisor.) That's why I created COI Referral Training, to help advisors learn the principles of effectively partnering with COIs.
COI Referral Training will give you the proper understanding of the COI-advisor relationship, and a step-by-step process to effectively approach COIs, build partnerships, and get referrals.