News
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
February 6, 2023
News
CLJ Advisory expands it reach to impact 35 firms across the US and Canada in 2021
RALEIGH, N.C., Jan. 26, 2022- CLJ Advisory announced that as of the end of 2021, the firm has reached 35
January 26, 2022
News
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
October 26, 2021
News
Top-Ranked FP Program Kansas State Partners with CLJ Advisory to offer COI Course for Financial Planning Students
RALEIGH, N.C., Mar 17, 2021– CLJ Advisory announces a partnership with Kansas State’s Top-Ranked Financial Planning Program to offer the
March 17, 2021
News
CLJ Advisory Introduces Revolutionary Service to Train New Financial Advisors
RALEIGH, N.C., March 5, 2021– CLJ Advisory announced the launch of its Office Elite Access (OEA) subscription service. The service
March 5, 2021
News
CLJ Advisory Launches Innovative Resource for Wholesalers to Add Value to Financial Advisors
RALEIGH, N.C., Feb 11, 2021– CLJ Advisory announced the launch of its Wholesaler Premium Access (WPA) program. The program will
February 11, 2021
News
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
January 7, 2021
Blog
Benefits to a COI partnership – #3: Differentiate Yourself
In this blog I will discuss the third reason you want to establish COI relationships. By engaging your client’s CPAs
September 30, 2020
Blog
Benefits to a COI partnership – #2: Raise Your Credibility
I recently conducted a survey to find out how you are “weathering the storm” of COVID-19. Questions were posed to
September 2, 2020
Blog
Benefits to a COI partnership – #1: Serve The Client Well
In this series of blogs, I’m going to discuss 4 main benefits from having partnerships with CPAs and attorneys. You
July 24, 2020
Blog
Personal vs. Professional Trust
Many financial advisors, planners, and agents that I’ve spoken to over the years seem to want the “magic bullet” or
June 24, 2020
Blog
Retaining clients
There is no doubt that the events of the last several weeks have changed our country and the world forever.
April 19, 2020