Advancing Personal Growth and Productivity

LEE Training LLC is a leading provider of sales and management training and consulting services for the financial services industry. Serving clients in the United States and Canada, LEE Training offers custom training programs for new advisors, mid-career advisors, top-producing teams, branch managers and sales support staff.

With over three 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. Thousands of advisors and their teams have been greatly impacted by the knowledge, skills and mentoring they received from LEE Training.

Inquire today about booking Stewart for an advisor program, team development, branch manager development, or other marketing and sales projects.

The past days were the most productive and rewarding workshop/seminar for me in twenty-three years in the financial service business.
- R.F.D, Vice President-Advisor and Branch Office Manager

News to Note

• Watch for Stewart's appearance in an upcoming feature article in Registered Rep magazine, where he'll discuss "How bad is it being a Branch Manager these days?".
  
  
• For the second year, Stewart has been asked to judge the Branch Manager of the Year Award for On Wall Street magazine.