Advisor Development
Our Advisor Development Services act as that compass, providing advisors with the essential tools, knowledge, and support to navigate their careers. Our comprehensive, multi-faceted programs are designed to steer you towards success.
Unlock Growth with Advisor Development
LPL Advisor Institute and LPL University are designed to empower financial professionals at every stage of their career journey. Whether you’re launching your practice, expanding through acquisition, or preparing for succession, you’ll gain access to the training, insights, and resources needed to achieve lasting success.
Development for Every Advisor Journey
Every great financial advisor begins with exceptional training. At Financial Resources Group, in partnership with LPL Financial, we believe early-career advisors deserve the structure, mentorship, and skill development that lead to long-term success.
As a senior advisor or program manager, you understand the challenge: developing a new advisor into a confident producer takes years of consistent coaching, practice, and accountability—time that many leaders simply don’t have.
That’s where the LPL Advisor Institute and LPL University make a difference. These programs offer a structured, progressive curriculum that builds from foundational concepts to advanced strategies—empowering your early-career advisors to grow into capable, high-performing professionals.
Facilitating M&A and Succession Planning
With demographic shifts driving increased M&A activity, preparation is key. Our team provides guidance and support for advisors looking to buy, sell, or transition their practice—helping you navigate every step with confidence.
No matter where you are in your career,
To complete your Advisor Development profile, select your stage in the business below, watch the videos and click, “Enroll Today”
Advisor Development at Financial Resources Group
is here to position you for long-term success.
-
early-career
Advisors -
Mid-career
Advisors -
late-career
advisors
- < 35 Years Old
early-career advisors
- Are you fresh out of college and looking to become a financial advisor?
- Have you transitioned from an insurance company or wire house and under 35 years old?
- Do you want to advance your career by 20+ years through acquisitions?
- Do you want to meet your peers in the business?
- Do you want to massively shorten the time it takes to be a top shelf financial advisor?
- 35-60 years old
Mid-Career Advisors
- Are you aggressive about growing your practice through acquisition?
- Are you looking to add another producer to your office?
- Interested in forming a partnership with other advisors?
- Looking to create an ensemble with a regional footprint and higher multiples?
- 60+ years old
Late-Career Advisors
- Are you watching your friends retire, but not sure how you can too?
- Worried about losing your income if you sell your business?
- Concerned about how a successor would care for your clients and friends?
- Not ready to retire, but interested in bringing in a well-trained, productive younger advisor or need to fill an admin role?
