Financial Advisor Training Program

Our team at Good Life understands the importance of training prior to transitioning and the importance of having a post-transition training period. Our comprehensive financial advisor training program makes certain our advisors are prepared to onboard and run their practice efficiently following their transition. Get in touch to learn more.

What’s Included?

The post transition period ensures a smooth hand off to the advisor and their staff. Our training is completed in a format so you can run your business on your own following your transition. Here’s what’s included:

Pre-Transition Advisor Training

The first training item that takes place is a pre-transition call. This occurs once the advisor is approved by LPL and signs the Good Life offer letter. This call gives our transition team an opportunity to gain a full understanding of the advisor’s practice so we can outlay the various account types, what can and can’t move, and discuss how the full transition process with the advisor will take place. For advisors that want to do a home office visit, these items are reviewed in person.

Pre-Transition Training Includes:

  • Hold a pre-transitions call
  • Map book of business
  • Review blank client spreadsheet and discuss how to fill out for transition day
  • Discuss all third party managers (if they are affected)
  • Discuss annuity/insurance appointments required
  • Salesforce overview
  • Navigating branchnet to find clients during transitions
  • Financial planning software introduction
  • Client AccountView overview

Post-Transition Training

This training is held once the advisor is approximately 75% through their transition. We have metrics built into Salesforce to track every advisor’s transition progress in order to know when to begin the post-transition training program. The classes are held virtually on GO TO Meeting.

Post-Transition Class Schedule

  • Searching for client accounts
  • Updating client account profiles (change of address, risk tolerance, fee adjustments etc)
  • Checking notifications and alerts
  • Checking iDocs
  • Checking account transfers
  • Networking direct business accounts
  • Advisor portal review
  • Resource center review
  • Calling Good Life home office and Service 360 team
  • Opening accounts on branchnet
  • Processing new account forms
  • Generating Portfolio Manager Reports
  • Client grouping
  • Account view
  • Cash and journal utility (Move Money Tool)
  • Branchnet Trading
  • Processing Securities and Checks
  • Salesforce Navigation
  • Salesforce Reports and Opportunities
  • Mass E-mailing in Salesforce
  • Systematic Trade Set up
  • Dividend Reinvesting/Distribution Options
  • Enhanced Trading System
  • Annuity order entry
  • Running insurance quotes/ variable business processing
  • Processing Business at GLIA

Get In Touch

Contact us to learn more about our financial advisor training program and other services.