Training to succeed with the Advisor Institute

As a managing partner, you’re running a thriving business and taking care of clients. You also have growth on your mind, but your plate is full.

The Advisor Institute’s proven training programs can help your business get to the next level. The program teaches newer to the industry financial professionals industry-leading methods that help them advance in their career path so they can get further, faster.

In this video, learn from LPL financial professionals on how the 12-month Signature program for independent advisors helped them gain the knowledge and skills needed to embark on a long and rewarding career as an advisor. Lainey Hamilton, Skolnik Wealth Management, Matt Jennings, Workman & Associates, and Ron Vinyard, Legacy Financial Consulting Services, share advice for junior advisors entering the program and how the knowledge and network they built and brought back to their firms expands beyond the classroom.

Expand your team

Advisor training programs are offered several times each year to provide flexibility and choice, and financial assistance options are available to help reduce upfront costs. We currently provide a robust 12-month advisor training program where new financial professionals take on increasingly more responsibility as they develop their own books of business, so they are ready for full production by the end of the program. In addition, we offer shorter commitment training programs that focus on:

  • Helping new financial professionals become fully licensed
  • Polishing prospecting and sales skills
  • Learning the basics of financial planning
  • Earning their CFP® designation

Ken Royster, president and CEO of First Genesis of Virginia, shares how the Advisor Institute is helping him grow his business and develop the next generation of financial professionals.

Download the LPL Advisor Institute overview to learn more.

The views and opinions expressed by the LPL Financial Advisors may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Skolnik Wealth Management, Workman & Associates, Legacy Financial Consulting Services, First Genesis of Virginia and LPL Financial are separate entities.

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Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

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