Clj Advisory, Llc
We help financial advisors grow their business through consistent CPA and attorney (COI) referrals — at any stage of their career. Whether you’re just starting out or have decades of experience, our program teaches a clear, 5-step system to build a strong COI network and generate predictable referrals. Our approach removes the guesswork, eliminates endless cold calling, and creates a scalable process, so you can focus on clients and the work that truly matters.
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Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- CJ
Chris Jordan
Founder · General Business & Management
EmailPhone - TJ
Tiffany Jordan
Human Resources Office Administrator · Human Resources
EmailPhone
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Top roles at Clj Advisory, Llc
2 distinct titles indexed · top 2 shown.
- 1founder
- 1human resources office administrator
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