LEE Training, LLC

Advancing Personal Growth and Productivity

LEE Training, LLC is a leading provider of financial professional coaching, sales and management training and consulting services for the financial services industry, serving clients in both the United States and Canada.

Offering personalized coaching and training for new advisors, mid-career advisors, top-producing teams, branch managers and sales support staff;

we give you the ability to create a unique brand, and identify and target your ideal client niche.

LEE Training specializes in gaining a thorough and intimate understanding

of what investment professionals need to accomplish their goals and achieve personal and professional success.  Our methods are based on the wisdom gained through years of hands-on experience in the industry. Our delivery is action-oriented, giving you skills and campaigns to apply immediately in your practice.  

LEE Training has helped thousands of financial advisors get organized and increase productivity, build more assets under management, target affluent clients, increase profits, boost referrals, and most importantly, increase the time available to do the things you really want to do.