Services for Insurance, Wirehouse, Independent and Bank wealth management programs

 CLJ Advisory offers firms a way to enhance advisor training by offering new and relevant content for financial advisors using the COI Referral Training course.  The Opportunity will allow Companies, Regional Management and Management of large groups (over 40) to purchase an unlimited number of courses to use with their advisors.  Additionally, leaders of smaller groups (20 or less) can purchase trainings in bulk or on a subscription basis on their own with no commitment and get unlimited access to the course at one low monthly price.



For groups of 20 or less that focus on recruiting and development. Manager will invest in the course for current and future advisors.

Unlimited COI Course logins

6-session office training

Reduce learning curve

$200 per month (limited time)

No commitments, cancel anytime

"The course is excellent! It is extremely valuable for new agents and established to help them grow their practices by mastering their language and systems in approaching COI's such as CPAs and Estate Planning Attorneys."
Roger Silvera, LUTCF, MDRT - New York Life,
Tampa, FL


We offer bulk course purchase for groups of 5 or more.  Advisors can access the training at their convenience via desktop or mobile. This is a great way to provide training for a specified group of advisors at any given period of time.  Our online training provides a seamless “plug and play” marketing curriculum for your team.


 Our online course video content can be easily integrated into an already established training platform, company website, or accessed via link to connect to our Learning Management System (LMS).  Either way, your advisors can easily access our online training.  This option allows a firm or office to access our video content for an unlimited number of advisors.