Chris Jordan

Founder & President, CLJ Advisory | Proven process to generate consistent, high-quality referrals from CPAs and attorneys.

Published Playbooks

Six Barriers to Consistent Referrals [Sales] — Discover the six barriers that hold back referrals and a proven framework to align your target audience, messaging, and value proposition so you attra…
Six Barriers to Attorney Referrals and How to Overcome Them [Sales] — A practical guide that reveals the six biggest barriers that prevent attorney referrals and provides a proven onboarding framework to build trust, pro…
6 Barriers to Referrals and How to Remove Them: A Short Guide for Financial Advisors [Sales] — Deliver a concise, practical guide that reveals the six barriers to receiving more referrals and provides actionable steps to remove them. Readers wil…
Six blockers to CPA meeting success: a practical guide [Sales] — Gain a concise, practical guide that reveals the six biggest blockers to securing meetings with CPA firms and proven strategies to overcome them. Lear…
COI Referral Guide: Build a Scalable, Multi-CPA/Attorney Referral Network [Sales] — Unlock a proven framework to turn COI networks into a scalable pipeline of high-quality client referrals from multiple CPAs and attorneys. Learn the b…

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