Raleigh based CLJ Advisory expands reach to 27 firms across the US and Canada in 2020

RALEIGH, NC – Jan. 7, 2021– CLJ Advisory announced that as of the end of 2020, the firm has reached 27 firms across the US and Canada.  Wells Fargo and RW Baird, being the most recent to the list of firms represented by advisors that are enrolled in the COI Referral Training course.

Founded in 2018, CLJ Advisory developed the COI Referral Training to help  financial advice professionals establish partnerships with CPAs, attorneys and other Centers Of Influence.  The firm is led by CEO and Founder, Chris Jordan.

“As a wholesaler, I saw a wide range of experience amongst financial advisors.  In fact, many at some of the largest firms don’t make it,” said Jordan.  “On the flip side, the most successful financial advisors almost ALWAYS worked with their client’s CPAs or attorneys.  I thought to myself, if advisors made this part of their practice, not only would they be doing the right thing for their clients, but they would set themselves up to gain a strong client referral network.”

Since the launch of CLJ Advisory, the company has seen strong interest from a diverse group of financial advisors in the COI Referral Training.  “We started with a handful of agents from New York life.  Gradually we have seen advisors from the Wirehouses, Independents, and more recently RIAs.”  Jordan continued to say, “Initially, I thought this course would attract advisors from 5 to 10 years in the business.  We’ve actually seen enrollments from new advisors on large teams to 30 year veterans.”

As of the end of 2020, here is the list of firms that are represented by advisors that have enrolled in the COI course:

  1. Merrill Lynch 
  2. LPL
  3. Edward Jones
  4. Ameriprise
  5. Wells Fargo
  6. New York Life
  7. MassMutual
  8. Northwestern Mutual
  9. Assante Wealth (Canada)
  10. IG Wealth (Canada)
  11. Edward Jones (Canada)
  12. UBS
  13. Morgan Stanley
  14. Prudential
  15. Equitable
  16. Sunlife (Canada)
  17. Canada Life (Canada)
  18. Principal
  19. RW Baird
  20. TD Wealth
  21. IFP (Independent Financial Partners)
  22. Colony Family Offices
  23. Planisource Inc (Canada)
  24. Korving and Co
  25. Cambridge
  26. Stephens Inc.
  27. RBC Wealth (Canada)

 Jordan continued to say, “Going forward, we will continue to grow our presence in the existing channels as well as countries like the UK and India.  In the US, we will see Raymond James and advisors within the bank channel enroll in the course.” 

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 27 broker dealer firms and universities (as of February 2020)