early career advisors
The Opportunity
At Financial Resources Group, we connect advisors with LPL’s Advisor Institute programs-designed to help them work toward becoming a successful and credited advisor. LPL’s Advisor Institute programs are designed to meet you where you are and equip you with the knowledge, skills, and resources to achieve lasting success. If you’re an early career advisor and you do the work, the opportunities for you will be stunning.
Find the right fit (must be logged into Clientworks)
LPL Core Skills Essentials
Through the Advisor Institute’s LPL Core Skills Essentials Program, advisors learn industry-leading client acquisition methods, marketing strategies, advanced networking skills, and proven ways to service clients that lead to repeat business and referrals. In this program, you’ll learn key planning areas that advisors need to understand when serving clients, how to analyze a client’s full situation to offer suitable products and services, tips to perfect your sales approach, and more.
LPL Core Skills Plus Program
The LPL Core Skills Plus Program from the Advisor Institute helps financial professionals build the skills they need to succeed at every stage of their career. Advisors learn proven strategies for attracting and retaining clients, mastering networking, and implementing effective marketing techniques. The program also dives into key planning areas, teaching how to assess a client’s full financial picture and recommend the right solutions. With practical guidance on sales and client service, participants gain the tools to generate repeat business and referrals. Structured to progress from foundational concepts to advanced strategies, Core Skills Plus empowers advisors to grow into confident, high-performing professionals.
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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?
get started today!
*Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services, and LPL Financial are separate entities.