Sample Email to CPA/Attorney COIs – This sample email is designed to be customized with a CPA/Attorney COI prospect that you have previously met or may even have worked with briefly at least once before with a client (yours or theirs).

Sample in person meeting script to COI prospects – Sample language you might find useful when having the beginning conversations with a COI to share your philosophy on how you approach client care and who you want to work with in order to deliver this elevated service.

SAMPLE JOB DESCRIPTIONS

Client Associate – for non-registered admin candidates

Financial Planning Associate – for those candidates interested in para planning and junior advisor career track