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Get informed by attending webinars, information sessions, and events to support your business needs.

Webinars
Info Sessions

Webinars

Webinar

Two Advisors, Two Success Stories: Leveraging CRM for Growth
 

Join us for a special webinar featuring two successful advisors who will share their firsthand experiences working with our team to streamline their CRM and enhance their practice. Discover how they have leveraged CRM Services to improve efficiency, enhance client relationships, and drive practice growth. Learn valuable tips and insights from these experienced advisors as they share their successes and best practices. This webinar is a must-attend for any advisor looking to optimize their practice with CRM -- even if you don't already have one!

February 18th, 2025 at 2:00 PM EST

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Webinar

The Advisor's Edge: Essential Strategies for Efficient Planning

Join us as LPL advisor, Gretchen Meyer, CFP, shares her journey of transforming her practice through comprehensive financial planning. Discover how she prioritized deeper client connections, built a thriving planning-based revenue stream, and overcame the challenges along the way. Learn practical tips and tricks that can elevate your client relationships and boost your bottom line.

February 19th, 2025 at 11:00am PST / 2:00pm EST

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Webinar

Monetize select accounts and create capacity to do more for your business with Partial Book Sales

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.

February 20th, 2025 at 1:00pm PST / 4:00pm EST

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Webinar

Your Path to Growth: Learn About CFO Engagements

Is your business ready for the next level?
In this webinar, our CFO Solutions professionals will share insights into our CFO Engagements program. Learn how you can gain valuable financial insights, connect with a network of peers, and receive personalized guidance from experienced CFOs to drive your business forward.

 

February 25th, 2025 at 11:00am PST / 2:00pm EST

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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, March 6th at 11:00am PST / 2:00pm EST Register Now »

Thursday, April 10th 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.

Select a 30-minute information session:

Thursday, March 6th at 12:00pm PST / 3:00pm EST Register Now »

Thursday, April 10th at 12:00pm PST / 3:00pm EST Register Now »