Services for the individual financial advisor

"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."
Vice President, CFP® - UBS Financial Services
Financial Advisor, New York, NY

CLJ Connect

CLJ Connect is an exclusive network of financial advisors, insurance agents, planners, and students across the US and Canada.  Our membership offers unlimited access to online courses, webinars, and many other resources to help professionals excel in their career. 

Online Courses

Acquire critical business know-how at a time, place, and pace that’s convenient for you.  These cutting-edge courses include: Communicate Your Value and the COI Referral Training.


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