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Webinars, information Sessions, and events to support your business needs

Webinars Info Sessions

Webinar

A Scorecard to Drive Results

Learn how to measure junior advisor performance using essential KPI metrics, which align with compensation and growth.

Monday, July 29th at 1:00 PM PST / 4:00 PM EST

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Webinar

Creating Space For Success: Discover How You Can Achieve More With Less Accounts

On average, the bottom 50% of an advisor's book of business generates less than 4% of their total revenue. Join us to learn how you can get paid for accounts that no longer fit your business goals using a simple and efficient service offered by LPL. This may be your best next step to create capacity to do more of what matters most to you.

Wednesday, July 31st at 1:15 PM PST / 4:15 PM EST

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Webinar On-Demand

Efficiency Redefined: The Power of Time Management and Outsourcing

View this exclusive webinar replay from February 22nd, 2024 Dr. Amy Leis! We delve into effective time management strategies with Amy Leis, PhD, CFP®, AWMA®, CRPC® and Peter Jawidzik, VP of LPL Business Solutions. Discover invaluable insights and best practices to eliminate distractions, optimize your workflow, and enhance productivity, including the benefits of outsourcing and how it can empower you to reclaim valuable time. Spend your time, and your focus, on what matters most – serving your clients and growing your business!

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Information Sessions

Information Sessions

LPL Advisor Institute: New Advisor Training General Information Session

Are you looking to hire a new advisor and interested in tools to help you find talent with the highest potential to excel? Or, have you recently hired a new advisor and need help with their training? If you answered yes to either of these questions, then you’re invited to join us for a live, 30-minute information session. Learn about all of the Advisor Institute's programs and how they can help you expedite the hiring and development of new advisor talent.

Current training programs include a robust 12-month option where new financial professionals take on increasingly more responsibility as they develop their own books of business, plus options for new advisors to get fully licensed, gain core business skills, or work towards their CFP® certification.

Select a 30-minute information session:

Thursday, August 15^th at 11:00am PST / 2:00pm Register Now »

Thursday, September 5^th at 12:00pm PST / 3:00pm EST Register Now »

Thursday, October 3^rd at 11:00am PST / 2:00pm EST Register Now »

NOVEMBER: No info session this month

Thursday, December 12^th at 11:00am PST / 2:00pm EST Register Now »

Information Sessions

LPL Advisor Institute: CFP® Certification Programs Information Session

Becoming a CFP^® professional can propel your career to new heights and give you a competitive advantage over your peers. Join us for a live, 30-minute webinar to discover the transformative benefits of earning your CFP^® certification. We’ll delve into all of the details of the certification process and share with you two certification program options that can help you kickstart your journey. One of these programs can help you get on the fast track, enabling you to be ready to take the CFP^® exam in just 8 months.