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1 N. Franklin St., Suite 3450, Chicago, IL 60606

312-236-2500
chicago_agy@lsfgchi.com
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Practice Development

At Lakeshore Financial Group, education is front and center—and it starts day one. From your first day as a new agent, you’re immersed in hands-on training and practice development designed to build real confidence and momentum. Through partnerships with leading organizations across the industry, we bring you innovative tools, resources, and perspectives that support how you grow and serve clients.

Workshop at Lakeshore Financial
Foundational Training

Foundational Training

Learn by doing with classroom-style training that’s interactive, structured, and focused on real-world application from the start.

  • Structured virtual and in-person weekly trainings with industry partners
  • Role-playing client conversations to build confidence and communication skills
  • Access to a robust library of performance and training videos
  • Learning core product knowledge and practical financial strategies
Develop, Build<br/>&#38; Market Your Practice

Develop, Build
& Market Your Practice

  • Develop a clear, sustainable practice model aligned with your goals
  • Build a personal brand that differentiates you in a competitive market
  • Market yourself authentically and consistently across channels
  • Participate in study groups tailored to your experience level
Advanced Planning<br/>&#38; Specialized Markets

Advanced Strategies
& Specialized Markets

Agents have the opportunity to deepen their expertise and expand into more complex strategies, including:

  • Advanced markets and complex case design
  • Estate planning strategies
  • Business owner and succession planning solutions
  • Serving high-net-worth individuals and multi-generational families
  • Leadership development and advanced professional training

As your practice grows, so does the support behind you. That includes agents who are already established. We’re committed to giving you the tools, resources, and education needed to continue growing at every stage of your career.

"Transitioning into a financial planning career required a deep commitment to education and hands-on training, and I'm truly grateful to be part of a firm that prioritizes both. My mentors have gone above and beyond to invest in my development, consistently demonstrating that they genuinely care about my growth and long-term success."

-Nick Virgl, Financial Planner and Advisor at LSFG

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Interested In Joining Lakeshore Financial?
Contact Us Today!

We’re always looking for driven professionals across the country — not just for our current openings. Reach out to learn about the resources and support that set us apart from other firms and how we can help advance your career.

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