Exclusive video content and resources to help financial advisors grow themselves and their business.

Invest in yourself

Watch on any mobile device. Cancel anytime.

Ready to get started? Join below.

High risk for CPAs to refer clients

Exclusive video interviews from CPAs.

Hear the perspective from qualified Centers of Influence on how to best establish these critical partnerships.

Learn from other Financial advisors.

Get ideas from other financial advisors on how they grow their business with COIs in particular.

Working with clients during the first 6 months

End of year idea

Grow yourself and your business.

Get empowered to succeed in with business ideas and encouragement to WIN in your career.

Become a CLJ Member