Training & Education
Training and education are a lot like hiking a trail. It’s not just about reaching the summit—it’s about the progress made with each step, the lessons learned along the way, and the confidence built through the journey.
Customized Training Support
Our Advisor & Institution 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.
Learning & Development
We offer customized training, which you can schedule at your convenience. Our team also offers a monthly Advisor Overview group training series to help new advisors and admins get up and running faster.
A few of the ways we proudly support you with your operational needs:
- Consultations to discuss your training needs and review your learning plan
- One-on-one and group specialized training sessions
- Exclusive webinars on technology enhancements and new tools
- Consultation, training and set-up assistance for select vendor digital tools, such as automated marketing, texting and calendaring tools
Collaboration & Coordination
We work diligently with other departments to ensure you remain on track with your learning plan. We walk you through strategies and best practices to consider to help you increase productivity and efficiency.
A few of the ways we proudly support you in creating efficiencies:
- Strong collaboration with your appointed Business Consultant
- Provide an additional layer of training support to our Onboarding team for transitioning advisors and institution programs
- Work closely with Marketing to make sure you have everything you need to be successful
- Partner with Compliance to make sure you are prepared for audits and run a compliant practice
- Support territory and program conferences and monthly FRG Relationship Specialist calls
- Able to assist with technology stack decisions and set-up and will bring in our technology support partners as needed
- Submit feedback on technology and escalate your concerns and issues
Resources
We help you navigate through the multitude of resources available to you at FRG and LPL. We introduce you to resources to help you build, manage and grow your practice. We also provide additional resources, such as quick reference cards and training videos, to help you learn.
A few of the ways we proudly support you with customized service:
- Connect you to LPL and FRG specialists and product partners
- Recommend additional training available to LPL advisors, admins and institutions
- Create training programs for specific audiences, such as Program Leaders
- Develop job aids that highlight steps to adopt and use tools and technology
- Produce video walk-throughs that include tips and best practices
