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Training & development

Our professional training, development and continuing education programs are designed to help you become the most-successful financial advisor you can be.

Programs for different life and learning styles

We believe that learning is a life-long activity that will benefit you and your clients. From virtual training and continuing education opportunities to exclusive seminars with top advisors, we offer a robust, financial advisor training program that meets your needs.


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National conference preview

Get an inside look at our annual planning conferences featuring best practices, peer resources and networking opportunities between industry experts, home office partners, peers and practitioners.



 
Develop on your own time
With 24/7 virtual access to training and education, you can empower your expertise with a robust calendar of curriculum without ever having to leave your office. Or if you value face-to-face interaction and networking with other advisors you can attend educational conferences hosted by advisors, for advisors, in national and international destinations.
Learn and lead
Stay informed and engaged by participating in any of the live monthly best-practice webinars offered throughout the year. Ranging from topics such as sales ideas, bridging client needs to advice solutions, marketing and more, you’re encouraged to ask questions and engage with presenters and thought-leaders.
Expert advice, when you need it
If you need a technical resource, our financial planning and practice management programs and services provide competitive case analysis, product positioning, technology best practices, advanced case design, as well as overall practice assessment to help drive efficiencies.
Transition resources
When you partner with LFN, you will begin your journey with an experienced transition team dedicated to developing a custom experience for you and your staff. We’ll help you enable your practice to be client-ready on day one, engage your business from clients to stakeholders, and empower your expertise for future growth and success. We also offer legal support required for contract provisions, privacy obligations, and recruiting Broker Protocol requirements.
Are you asking the right questions?
10 questions to consider

Going through a broker-dealer transition? Asking the right questions can help you evaluate if a transition is best for you and your clients. 

Learn more (PDF)