Advisor Institute

Expedite the hiring and development of your advisor talent

Have you decided that hiring a new advisor is the next best step for your business? Finding the right person and providing them with training may take more time and resources than you have to offer.

Whether you’re growing your practice or implementing a succession plan, LPL’s Advisor Institute provides you with tools to expedite the hiring process, helping you easily find and evaluate new advisor candidates.

And, when a new advisor joins your team, our comprehensive training and development programs will give them the jumpstart they need, regardless of their experience level.

With the Advisor Institute, you'll be able to focus on what needs your attention most – your clients and your business. And, you’ll gain peace of mind knowing your team has the professional knowledge and tools necessary for long-term success.

Key Benefits

Harness your talent pipeline - Sourcing and assessment expertise to help you find new advisor talent with the highest potential to excel

Upskill your team - A wide range of professional programs that expedite the development of your advisor talent so they can get further, faster

Free up your time - As we provide training and development, you can stay focused on running and growing your business

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Get Started

Choose from one of the options below to take the first step

Attend an info session

Questions? Join a live info session to learn more about Advisor Institute programs and how to get started.

REGISTER TO ATTEND

Book a one-on-one

Speak to a team member about your business needs to discover how the Advisor Institute can best support you.

SCHEDULE A CALL

Take a deep dive yourself

Advisor Institute provides a variety of effective programs to expedite the hiring and development of new advisor talent.

EXPLORE ALL PROGRAMS

What Advisors Are Saying

“My time is the most valuable asset I have. Being able to trust the Advisor Institute to help competently train and prepare my growing team has proven to be vital to our success.”

– James A. Warner, CFP^®
Warner Group, LLC

“The Advisor Institute training provided valuable insights that have helped me conduct my client meetings more successfully. The ability to practice with peers and receive constructive feedback added a boost of confidence to my approach with real-world clients.”

– Nikki Young, CFP^®
Northwest Financial Advisors

“The curriculum is excellent in my opinion in preparing my new advisor for his career. As a business owner, I am constantly analyzing the best ways to invest my time and money, and I can think of no better expenditure than this program for the future of my practice.”

– David J. Workman, AIF^®
Workman & Associates

Expedite your new advisor training and development with programs developed by financial industry professionals and subject-matter experts.

FAQs

How can the Advisor Institute help expedite the hiring and development of new advisors for my practice?

The Advisor Institute has tools to help you hire the right talent for your team. Our Talent Assessment System can help you find new advisor talent with the highest potential to excel. It includes research-based online assessments that provide insights about a candidate’s work styles and capabilities. And, for the hiring manager—a detailed write-up that shows the candidate's results and how to interpret them.

The system also contains a structured interview framework utilizing behavioral techniques that provide deeper insight about candidates based on previous experiences, plus a candidate scorecard to help more easily evaluate and compare candidates.

Learn more about the Talent Assessment System

Once hired, we provide a wide range of training programs that expedite the development of your new advisor talent. Our programs provide financial professionals the skills they need to prosper ─ so they can quickly contribute to your success ─ while allowing you to stay focused on your clients and your business.

Explore all of our programs on the ClientWorks Resource Center

What programs do you currently offer?

Advisor Institute programs were developed by financial industry professionals and subject-matter experts. Current programs include:

Signature Program - A robust 12-month program for independent or hybrid advisors 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

Licensing Program - Participants receive professional coaching and education to help pass their Securities Industry Essentials (SIE), Series 7 top-Off (S7TO), and Series 66 (S66) exams

Core Skills - Participants learn top techniques for client acquisition to help grow their business

Certified Financial Planner (CFP®) Fast Track Program - An accelerated program that allows participants to complete all the required courses necessary to sit for the CFP® exam in 8 months

Institutional Mastermind Program - Institution advisors learn best practices on ways to partner with branch teams to grow their business, increase client satisfaction, and maximize referrals

Fee Waiver Program - Gives new independent or hybrid advisors time to grow production revenue and have LPL fees waived if NNA targets are hit

Explore all of our programs on the ClientWorks Resource Center

Are the Advisor Institute programs appropriate for new financial professionals as well as experienced advisors?

Yes, we offer training programs ranging from the general to the highly specialized. They can support financial professionals at all experience levels, from non-licensed personnel who need to become fully licensed, to newer advisors looking to polish prospecting and sales skills, as well as established advisors looking to hone their skills or earn a professional designation, such as the CFP®.

Explore all of our programs on the ClientWorks Resource Center