Cracking the COI Code: How to Get Real Referrals from CPAs & Wealth Managers

Most brokers waste time buying lunches for CPAs and lawyers who never send a single referral. It’s time to stop the “networking” and start building strategic partnerships. Learn the specific value propositions that actually matter to wealth managers, how to speak their language, and the engagement model that turns professional acquaintances into a consistent lead source.

View Livestream

About

Becoming a better business broker involves leveraging modern technology (CRMs, digital signatures), specializing in high-value listings, and fostering direct, transparent communication between buyers and sellers to build trust and close deals faster. Success requires adopting AI-assisted tools for efficiency while maintaining a human-centric approach to valuation and negotiation.