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

Webinars Info Sessions

Webinar

The Whole Picture: Holistic Financial Planning

Join us for an informative session on holistic planning.

 

Tuesday, April 23rd at 11:30 AM PST / 2:30 PM EST

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Webinar

Decoding Demand Gen: A Marketing Panel Discussion

Information overload! We all feel it, so how do you cut through the clutter and generate demand for your services as a financial advisor? During this special event, Adam Neumeister, Sarah LeBlanc, and Lisa Hinz will discuss the secrets of demand gen and share actionable ideas to attract and engage high-value clients.

 

Wednesday, May 22nd at 12:00 PM PST /  3:00 PM EST

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Webinar

Want to get paid for accounts that no longer fit your business goals? Partial Book Sales makes it easy!

LPL Financial offers a simple, efficient process for purchasing accounts that no longer fit your business goals, so you can create the capacity to do more of what matters most to you. Partial Book Sales provides straightforward deal terms, competitive cash payout for accounts, and ensures a seamless transition of those clients for ongoing financial advice and care.

 

Wednesday, May 22nd at 1:15 PM PST / 4:15 PM EST

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Wednesday, June 26th 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, May 9th at 12:00 PM PST / 3:00 PM EST Register Now »

Thursday, June 6th at 11:00 AM PST / 2:00 PM 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.

 

Select a 30-minute information session:

Thursday, May 16th at 11:00 AM PST / 2:00 PM EST  Register Now »

Thursday, June 13th at 12:00 PM PST / 3:00 PM EST  Register Now »