CLJ ADVISORY

Empowering financial advisors around the world

WHY WE EXIST

CLJ ADVISORY exists to improve the quality of service delivered by the Financial Advice 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.

"Got my first referral from an estate attorney. The course trainings showed me how to deepen an existing relationship with an estate attorney. We always talked about referring clients, but I wasn’t conveying the value I could bring to the table. The course helped me do just that and the result was the first in what should be a long line of quality introductions.”
Michael Guthrie - Northwestern Mutual
Boston, MA
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OUR SERVICES

BROKER-DEALER FIRMS

CLJ advisory partners with broker-dealer firms to provide new and relevant online content for advisor training programs.

WHOLESALE DISTRIBUTION FIRMS

We partner with wholesale distribution firms to enhance advisor support and increase brand loyalty.

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.

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WHAT OUR CLIENTS ARE SAYING

"The training was phenomenal ! It helped me to realize what I wasn’t doing to capture this market."
Tamara Haskins - New York LifeBethesda, MD
"Great course!"
Marc-Alexandre Barbe - Planisource Inc.,Montreal, QC
"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."
Schuyler Sampson, Vice President, CFP® - UBS Financial Services, New York, NY
“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.”
Stephan Taylor - New York LifePasadena, CA
"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."
Stephanie Abee - CambridgeRaleigh, NC
"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."
Kyle Hackney - Money ConceptsChapel Hill, NC
"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!"
Ben Herritage - Capital Financial PartnersColumbia, SC
"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."
Eric Chappell - New York LifeMontgomery, AL
“The COI course provides financial professionals with the insights we need to flourish and stand out among the masses."
Jamille Shands-McGuire - New York LifeWhite Plains, NY
"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." -
Jonathan Brown - The Brown Services Group, LLCSan Jose, CA
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FREE RESOURCES

In this e-book, learn the main benefit for a financial advisor that develops partnerships 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 why should you develop a team of multiple COIs

The COI Referral Training is empowering students and financial advisors globally

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