As a former wholesaler, we understand the many aspects of being successful. You have to connect with financial advisors, offer something of value AND meet sales goals. This has become even more challenging with limitations of in-person meetings.
By using the COI Group Training, you can connect with more sales managers and get in front of more advisors to help them grow their business.
National Sales Teams
CLJ Advisory offers a unique way for wholesale distribution firms to add a unique value to financial advisors by using the COI Referral Training. The opportunity will allow National Sales to purchase a specified or an unlimited number of courses for each wholesaler team to use in their territory. Additionally, we can conduct live training sessions nationally, regionally or for individual offices within a territory.
COI Group Training
Offer a unique value to increase meeting effectiveness and drive sales
Live training for groups of 10 or more advisors. Includes access to the COI Referral Training online course plus a FREE 30-day membership to CLJ Connect, our online community where advisors get unlimited access to online content, webinars, live COI interviews and more!
Value Add Resources
Do you need a good reason to follow up with an advisor after a meeting? Do you want a different idea to add value to your existing clients? Purchase one of the unique training tools below and differentiate yourself from other wholesalers in your territory.