WHY WE EXIST
CLJ ADVISORY exists to improve the quality of service delivered by the Financial Services industry. The Financial Advisor is on the front line dealing with clients everyday. Therefore, our goal is to train, equip, and support the financial advisor to be the best they can be. It ultimately boils down to providing top notch services to the client. A financial advisor, well-quipped, trained, and supported provides a higher quality of service to the individual. Through online courses, video training and other resources we work with major financial services companies to help financial advisors elevate their level of service and grow their business.
OUR SERVICES
BROKER-DEALER FIRMS
CLJ advisory partners with broker-dealer firms to provide new and relevant online content for advisor training programs.
FINANCIAL ADVISORS
We offer resources for advisors to receive coaching and education to supercharge their personal and professional growth.
COLLEGES & UNIVERSITIES
CLJ Advisory offers a way to enhance the curriculum for Financial Planning programs.
WHOLESALE DISTRIBUTION FIRMS
We partner with wholesale distribution firms to enhance advisor support and increase brand loyalty.