CLJ Advisory

ABOUT US

Want to know how to build a large COI network?

Download our free e-guide outlining a simple process to get more referrals from CPAs, attorneys and other COIs

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.

Chris Jordan

Founder

Chris Jordan, has a passion to elevate the financial advice industry to a higher level of service.  His work with advisors around the country sparked a desire to see advisors have a better experience in their profession.  

Chris has a Business Management degree from Georgetown University’s McDonough School of Business.  While attending Georgetown, Chris was a four-year letter winner on the Varsity Football team and received the 2000 Phillips Entrepreneurship Prize.  

After graduation, Chris started his career in New York with some of the largest firms on Wall St including Citigroup and Blackrock. During his career, he worked with and trained financial advisors from various channels including: the Wirehouse, Banks, Insurance, Independent and RIA firms.  He noticed most financial advisors struggled to partner with CPAs and attorneys, and only a small percentage did it well. After speaking with several CPAs, he realized there was a disconnect between the understanding of most FAs and how the CPA wants to serve their client (by working WITH financial advisors).  As a result, he developed a unique training program teaching advisors how to effectively partner with CPAs and other COIs.  

Today, Chris is particularly focused on working with new advisors.  He believes there is a tremendous opportunity to raise the level of service in the industry by working with people during the first few years of their career.  Teaching new advisors to partner with COIs not only reduces turnover in the industry, but raises the level of service provided to the client.