Welcome to CLJ Advisory
Raising the level of the financial advice industry around the world
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.
Connecting a global network of professionals
CLJ Connect is an exclusive network of financial advisors, insurance agents, planners, and students across the US and Canada. Our membership offers unlimited access to training replays, webinars, and many other resources to help professionals excel in their career. Most importantly, we provide a platform for advisors to connect and learn from each other.
What We Offer
CLJ provides online learning, live training, resources and other value to a variety of organizations connected to the financial advice industry