CLJ Advisory

Helping financial advice professionals grow their business with COI partnerships


What Financial Advisors Say

“It gave me a game plan to follow as well as the confidence to build on my COI network. Good investment and time well spent. “
- Senior Vice President, Wells Fargo Advisors
"The training was phenomenal! It helped me realize what I wasn't doing to capture this market." - Tamara Haskins,
- insurance agent, CPA, MS - New York Life
“If you are needing help building great COI relationships, reach out to Chris Jordan and let him help you! His program has been so beneficial for me!”
- Financial advisor, LPL
“The way to approach a COI is truly unique and well covered. I liked the course a lot.”
“It is an excellent course.”
- Business Development Director, Morgan Stanley Graystone Consulting
“Just got my first referral from a CPA 24 hours after I met with him. A business owner with a 401k plan interested in a cash balance plan. Thanks!”
- Senior Vice President, Merrill Lynch
"The course reinvigorated our approach to establishing relationships with COI's. We always understood the importance of these referral resources but the course gave a fresh perspective on how to expand on these affiliations. I highly recommend this course for anyone that is dedicated to building their wealth management practice." -
Senior Vice President, CFP® - UBS Financial Services

Group Training

Empowering financial advisors to win

CLJ provides a results-driven training program for companies and offices across the US and Canada.  We provide training for financial advice professionals and managers to help develop successful relationships with COIs. Unlike other companies, we show the perspective of CPAs, attorneys, and other financial advisors and pair online learning with live sessions. What also makes us different is that we focus on the effective application of knowledge through our services.

COI Mastery Group

Connecting a global network of professionals

The CLJ Mastery Group is a start to finish five-step process taking advisors from 0 referrals to 20MM + in COI referrals. This group is designed to develop confidence in the advisors so you can develop a repeatable process to grow COI referrals and revenue for years to come. Membership is open for a limited time throughout the year.

Take what you need

Get Your 4 Steps 1-pager
Get the free replay here
Get Questions To Ask a COI
Get Your Value Proposition Guide

After completing our training, financial advisors have attracted

In new client assets
$ 0

in new client assets

If you’re ready to build your COI referral networks so you can see continuous organic growth in your business — let’s get started today!

Our Clients

What We Offer

CLJ provides online learning, live training, resources and other value to a variety of organizations connected to the financial advice industry

Group Training

Services for managers and leaders of fincial advice professionals.

Corporate Training

Services for Insurance, Wirehouse, Independent and Bank wealth management programs

Wholesale Distribution Firms

Services for Wholesalers of Mutual Fund, Annuity, ETF, and Alternative asset management firms

College Financial Planning Programs

Services for Students in Financial Planning Certificate and Degree Programs

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