get in touch
Our Training Team is comprised of knowledgeable and experienced financial professionals. Our goal is to help advisors, admins and financial institutions understand, learn, and adopt LPL tools and related technology to better serve client investment needs. We strive to provide you with the training, resources, and strategies you need to manage and grow your books of business.
Contact us at our shared mailbox at training@lplatfrg.com.
Meet the Team
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MJ Mulligan
Director of Training -
Adesh Hariprashad
Associate Trainer
Advisor Overview Group Trainings
For any specialized training requests, please contact us at training@lplatfrg.com, or schedule an appointment with us on our OnceHub booking page.
quick reference cards
client works
Adobe Transition AOE Advisor Communication
Annuity Carrier Adobe eSign Availability Grid
Branch Manager Signature Requests
iDoc Books and Records Requirements
ClientWorks Custom Quick Views
• How to Create a Mailing List for Labels or Envelopes
How to Upload Document Requests
Segmentation Tool Instructions
• Advisor Segmentation Tool
