CLJ ADVISORY

Empowering financial advisors around the world

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.

WHAT OUR CLIENTS ARE SAYING

In this e-book, learn why creating PROFESSIONAL TRUST is more beneficial to financial advisors that work with CPAs and attorneys

The 4 steps to COI Referrals e-book reveals a simple strategy to begin creating partnerships with CPAs and attorneys

In this e-book, learn 4 simple ideas how financial advisors can help business owners during the COVID-19 crisis

In this e-book, learn why should you develop a team of multiple COIs

In this e-book, learn the main benefit for a financial advisor that develops partnerships with CPAs and attorneys.

The COI Referral Training is empowering students and financial advisors globally

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Cities worldwide
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Course Lectures completed
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Firms and universities represented

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