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Training Programs for Advisory and Brokerage Consulting

Business-building training programs provide useful tools, information and education designed to keep you on the cutting edge of industry and marketplace developments as well as LPL Financial platforms, products and services. Training programs are designed to help you best leverage your talent by optimizing your investment expertise and knowledge.

Advisor University
  • Advisor University delivers integrated training activities using different educational formats with varying levels of sophistication to meet advisor needs. These activities are implemented through symposiums, regional workshops, study groups, conference calls, online resources and more.
  • On a quarterly basis, you can participate in highly interactive regional workshops that help you define and evaluate your business model, product mix and client focus to develop a strategic plan for achieving the results you seek.
  • Online training courses such as Essentials of a Fee-Based Practice, which will help you understand many of the key concepts and techniques used to establish your fee-based practice.
Conference Calls
  • Weekly conference calls keep you apprised of the latest industry developments, investment ideas, product and platform updates, best practices featuring other advisors, and more.
  • Provide education, sales and marketing guidance to help you understand and present the various advisory platforms to your clients.
Specialized Conferences and Study Groups
  • Attend one of our many regional conferences including:
    • Advanced Wealth Management Symposium
    • Annuity Symposium
    • Advisory and Research Due Diligence meeting
  • Discover proven practice management techniques to help build your practice; designed for advisors looking to grow their fee-based business
  • Sessions provide insight on managing accounts more effectively, increasing assets under management and improving client relationships
  • Regional and virtual study groups are hosted by the Regional Advisory Consultants and Internal Advisory Consultants and spotlight an investment or business building idea; they represent another great way to network with your peers