CLJ Advisory offers a unique way for wholesale distribution firms to train financial advisors using the COI Referral Training course. 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, individual wholesalers can purchase trainings on their own with no commitment and get unlimited access to the course at one low monthly price.
* For wholesalers of smaller distribution companies with limited or no budget
USING THE COURSE WITH FINANCIAL ADVISORS
Each territory will distribute course links to advisors to access the COI Referral Training. The course curriculum consists of 13 video lectures (6 sections). Each Wholesaler can leverage the course to set meetings and build relationships with advisors as per their discretion. Eventually, the wholesaler can transition to share investment products.