Referral Builder Workshop
2-day workshop that sharpens your Value Proposition and develops a process to build a COI network
Course Curriculum
Your Instructor
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 the COI Referral Training course, to help advisors develop a large network of referral-based COI partnerships and succeed in their career.