CLJ Advisory


Don’t waste time

This is a great time to evaluate your life. Many of you are working from home.  Use this as an opportunity to reflect on family, business / career, and personal development.  Prepare yourself to accelerate!

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Further the relationship

 This video shows perspectives from a CPA, attorney and CFP regarding the proper mindset of an advisor as they look to establish COI relationships

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Be the select advisor

There are three types of relationships between financial advisors and COIs.  The top advisors become the SELECT ADVISOR and receive referrals

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The first 6 months

The first 6 months is where you put in the most work with your client.  Listen to an RIA discuss this prime opportunity to grow your business

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