Raising the level of the financial advice industry around the world
WHAT OUR CLIENTS ARE SAYING
"The training was phenomenal ! It helped me to realize what I wasn’t doing to capture this market."
"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."
“The training was very valuable and could really help others in our office. Since the training, I've used what he taught to cultivate my existing relationships while looking for others.”
"As an advisor, I found it difficult get referrals from CPAs and wanted to find ways to establish mutual relationships with accounting firms. Through CLJ Advisory's CPA Module, I was able to speak personally with a CPA and discuss my concerns. This 30 minute phone call was extremely informative and give me insight into working collaboratively with CPAs and ways to build my referral base."
"With CLJ Advisory you get distinct character and insider knowledge, they have created a way for advisors to gain referrals through CPAs. From past history of working as a wholesaler, they have created a module that allows you to easily navigate through the steps to get your questions answered by leaders in the industry and give you the confidence to be the referral that every CPA wants to send clients to. Working alongside Chris has been an astounding door opener already."
"Working with CLJ Advisory allows me time to focus on my practice and not worry about keeping up with social media. Their background in my world of financial services makes them the go-to company. Can't imagine having to do all that they do for me on my own!"
"I enjoyed the step-by-step approach toward the mastery of working with COIs. Chris made it easy to implement his process that led me to reaching more affluent clients who valued and were desperately seeking my talent."
“The COI course provides financial professionals with the insights we need to flourish and stand out among the masses."
"Just want to thank CLJ University for the awesome course! It helped me set a team-oriented atmosphere between my clients and their tax and legal professionals." -
The COI Referral Training is empowering students and financial advisors globally
Course Lectures completed
Firms and universities represented
Referrals from COIs