CLJ Boosts Office Training Options for Managers in the Financial Advice Industry

RALEIGH, N.C., October 26, 2021– CLJ Advisory announced the launch of its Growth office training service.  The service will provide another option for managers and team leaders to help their financial advisors develop more partnerships with CPAs, attorneys and other Centers of Influence (COIs).  Growth will allow Sales managers to get the COI Referral Training course plus virtual review for their entire office.

“We are very excited to provide managers another option to develop advisors in this key area of practice management,” said Chris Jordan, Founder & CEO of CLJ Advisory.  “There is a strong market for this type of COI training but we want to give flexibility to leaders that have a wide array of unique situations.”  Jordan continued, “We see that some managers want to provide COI training for their entire sales team.  Others want to focus on a select few or just their newer advisors.”

Growth is the second office training service offered by CLJ.  The Office Elite Access (OEA), which launched earlier this year, is a subscription-based program for managers of smaller teams that bring on several new advisors throughout the year.  

The Growth package can be purchased online for as many advisors as desired.  Additionally, managers can select either one review session or a more in-depth 6-session review to reinforce the core concepts.  “By adding the Growth option, a manager now has more flexibility to administer the right training that meets their budget and team dynamics.”

As of date, CLJ has provided group training to advisors across the United States at firms like LPL, National Life and New York Life.  “I expect to see more training done at insurance-based firms and wirehouses as well.  Jordan continued,  “Our training is one-of-kind and will help elevate the entire industry worldwide.”

For more details on CLJ group training, click here


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.  The firm provides online training and services to broker dealer firms, universities, wholesale distribution firms and financial advisors.  With students in over 140 cities across the US and Canada, CLJ ADVISORY has provided education to financial advisors at over 30 broker dealer firms and universities (as of March 2021)