CLJ Advisory Furthers Impact in 7 Major Markets at Merrill Lynch and Wells Fargo in 2022

RALEIGH, N.C., February 6, 2023 – CLJ Advisory announced that during 2022, the firm has expanded its COI Group Training platform in the Wirehouses by training 7 major markets at both Merrill Lynch and Wells Fargo. With the addition of these two firms, CLJ has now trained financial advisors at 6 firms since the launch of the Group Training initiative in Q3 of 2021.

“This was a major breakthrough for CLJ!”, says Founder, Chris Jordan.  “Our mission is to impact hundreds of thousands of financial advisors in the U.S. and Wells and Merrill are two of the largest in the world.”  

In 2022, CLJ trained financial advisors in Dallas, Las Vegas, New Jersey, Philadelphia, Richmond, Chicago and Boston.  The Wells Fargo Boston (New England) is one of the top markets at the firm. “We were so thankful to get an opportunity to work with the #1 market at Wells.”  Jordan continues, “We were also able to produce tangible results.” 

This year, CLJ will continue to expand in the Wirehouses and other large Independent firms.  “There is good interest at Morgan Stanley. I expect to see us impact some of the major markets at UBS as well.,” said Jordan. 

About CLJ Advisory

Founded in 2018 in Raleigh, North Carolina, CLJ ADVISORY is a global consulting firm with a mission to raise the level of the financial advice industry around the world.  We provide online training and services for financial advice professionals.  Unlike most training from other companies, we focus on the application and implementation of knowledge acquired through our training courses.   It’s all about providing the best possible service to the client.  With students across the US and Canada, CLJ ADVISORY has provided education to financial advisors at over 35 firms and universities (as of January 2022).