CLJ Helps Financial Advisors Attract Over $50MM of New Client Assets

RALEIGH, N.C., January 2, 2024 – CLJ Advisory announced that last month, the firm has helped financial advisors attract $53,575,000 in new assets referred from COIs.  This number comes from advisors in the US and Canada that have participated in the firm’s training program or online course.

“I am excited about this accomplishment, but we have a long way to go”, says Founder, Chris Jordan.  “Our mission is to raise the level of an industry and there are so many advisors to reach.”

In 2023, CLJ launched a 2-day (two hour) training program which allows financial advisors to get trained alongside their peers.  This program condenses the COI Group Training (5 sessions) into two one-hour sessions.  “We decided to offer additional avenues to reach advisors.  By condensing our content from five to two hours, more professionals can get the content with less time commitment.”  Jordan continues, “Our group training programs have significantly increased the results realized by participants in the training.”

CLJ expects its participants will attract over $200MM in new assets by the end of 2024.  “When we started in 2018, our goal was to help just one financial advisor get one referral from a CPA.  Now, we are focused on helping advisors attract over 10 million in new assets after our program,” 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.  CLJ provides online training and services for financial advice professionals.  With students across the US and Canada, CLJ ADVISORY has helped financial advisors attract over $53,000,000 of new client assets referred by COIs (as of December 2023).