About Us
With over two decades of success and experience in the securities industry, LEE Training has gained a thorough and intimate understanding of what investment professionals need to accomplish their goals and achieve personal and professional success. LEE Training has worked with thousands of advisors in a variety of areas including building business plans, effective organization and time management, marketing, prospecting, sales and servicing clients. LEE Training has trained and consulted with advanced advisors in reviewing their business plan, managing their current practice to developing and leveraging a team of advisors.
LEE Training works with organizations and industry associations in developing their management teams whether it is someone new to management role or someone who is looking for new ideas in leveraging the resources of their team. LEE Training covers many topics including recruiting and development, effective coaching strategies, managing multiple priorities, developing high performing teams to improving communications with co-workers and clients.
LEE Training works with managers and advisors through Private Consultations. These consultations may include,
- Developing and executing business plans
- Creating marketing campaigns
- Building high performance teams and a review of practice management through one-on-one or team coaching sessions including in-person, web-based or by telephone
Thousands of advisors and their teams have been greatly impacted by the knowledge, skills and coaching they have received from LEE Training over the years.
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