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Information Session

LPL Partial Book Sales: Service Overview and Partial Book Transfer Tool Demo

We hope you’ll join us to discover LPL’s Partial Book Sales. This new service makes right-sizing your practice easy by enabling you to transition accounts off your books that no longer fit your business model. Our presenter, Chris Ganoe, AVP of Investor Focused Solutions, will share how it works and guide you through the process using the Partial Book Transfer Tool. 

The easy, automated process provides you with straightforward deal terms, upfront payout, and a seamless client transition to ensure continuity of financial advice and service. In this demo, learn how LPL’s Partial Book Sales eliminates the guesswork, time delays, and negotiations typically associated with a traditional book sale. 

No new sessions for the remainder of the year. Check back in 2024!

Information Session

LPL Advisor Institute: 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 at a live, 30-minute information session. Learn about all of the Advisor Institute's programs and how you can 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®. 

Select a 30-minute information session:

No sessions in November

Thursday, December 12th at 11:00 AM PST / 2:00 PM EST Register Now »

Information Sessions

LPL Advisor Institute: CFP® Programs Information Session

Are you ready to get on the fast track to earning your Certified Financial Planner (CFP®) credential? The CFP Board estimates it takes most advisors 18-24 months to earn their CFP. Our CFP Fast Track Program can help you gain the knowledge necessary to pass the CFP exam in only 8 months.

Join us at this live, 30-minute CFP Fast Track Program information session to learn program details, timelines, and how gaining this designation can help give you a competitive advantage over your peers.

Select a 30-minute information session:

Thursday, December 13th at 8:00 AM PST / 11:00 AM EST  Register Now »