About CMG

Who We Are

COI Mastery Group is a private community for financial advisors and professionals ready to move beyond outdated growth strategies. Here, you'll learn proven methods to expand your business by building strong, referral-driven partnerships with CPAs, attorneys, and other COIs. Join us and take your practice to the next level!

Chris Jordan, Founder - CLJ Advisory

Our Mission

To raise the standard of the financial advice industry worldwide by equipping advisors with the skills to partner with CPAs and attorneys. CLJ Connect provides the education, support, and strategies needed to build a thriving business through COI relationships—helping advisors succeed faster and serve clients at the highest level.

You are joining this community because...

You want to succeed in growing your business.  Specifically, you want to build more successful partnerships with CPAs and attorney. The world has changed and cold calling may not be the best way way to build your business.  COI development is the way to go!

You understand that...

COI Partnerships are an extremely effective way to grow your business and by working with COIs you are in fact providing top-notch service to your clients.

Who is this group for? 

We know the truth.  Advisor turnover is high because advisors struggle to grow their business.  Partnering with CPAs and attorneys is a successful way to grow your business. But most companies are not willing to invest in training new advisors to be successful in partnering with CPAs and attorneys. So, this group is for YOU if:

• You are an insurance agent, financial advisor, independent or RIA

• You want to grow your business by partnering with CPAs, attorneys, and other COIs

• You want to hear from the perspective of COIs and how they work with financial advisors

• You are ready to go to a higher level in growing your financial advice business and provide the BEST possible service to you clients.

• You want to learn how to build a large COI network.

• You are ready to network with other new advisors in a safe, collaborative, supportive environment.

Be Part of a Movement

Join CMG to be part of the movement to raise the level of the financial advice industry around the world.  You'll be able to connect with like-minded people who are learning to put the business principles shared by CLJ into action. People just like you who are learning how to partner with CPAs, attorneys, and other COIs and grow their financial advice practice. Plus, when you join, you’ll have access to all of our online  courses and resources.

As a CMG Member You Will Get:

Unlimited Online Course Access (Valued at $1,490)
Full access to our library of courses designed to help you attract COI referrals and scale your business, which includes:

COI Referral Training (Valued at $497)
A 90 minute self-paced course  featuring exclusive interviews with CPAs and attorneys.  Hear their unique perspective on how they collaborate with financial advisors.

Success Path (Valued at $297)
A 60-minute, step-by-step course providing a simple, actionable roadmap to start building COI partnerships and generating high-value referrals with confidence.

Referral Builder Workshop (Valued at $97)
Watch financial advisors get coached in this recorded live training with role-play and session reviews to refine your COI referral process and confidently communicate your value.

COI Success Program (Valued at $599)
The full training program, including mindset coaching, guest experts, and six recorded live sessions to help you master COI partnerships and grow your business faster.

Monthly Group Coaching (Valued at $12,000/year)
Join monthly coaching sessions for collaborative discussions, expert guidance, and peer support to overcome challenges and achieve your goals. (Valued at $1,000/mo)

Video Content
24/7 access to exclusive training, expert interviews, and event replays covering key business growth strategies.

Scripts & Downloads
A collection of proven scripts for COI outreach, client interactions, and prospecting calls—helping you communicate with confidence and close more deals.

And there's more...

24/7 Access to Content - Watch replays of webinars, videos, and events on topics to grow your business and yourself—anytime, anywhere.

Exclusive COI Interviews - Learn from CPAs, attorneys, and seasoned advisors on building successful COI relationships.

Global Community of Advisors - Connect with like-minded advisors, share successes, and get insights on what works in building COI partnerships.

A TOTAL VALUE OF: $13,490

Get started for: 

$597

Join the CMG Group today!