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 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.
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.
Wholesaler Premium Access
Subscription for wholesalers of smaller distribution companies with limited or no budget
WPA Includes: Unlimited online access to the COI Referral Training course. How it works: Wholesaler will identify FAs to offer the COI course and set up a meeting/call to give the free access code to the FA. The subscription can be cancelled at anytime.