Financial Advisor Training

Grow your assets through retirement plans

Trinity’s experienced Retirement Plan Consultants dive deep into identifying retirement plan clients and help you prepare for the point of sale meeting.  In just one hour, we discuss how to uncover new income opportunities and how to turn Prospects into Clients. 

The secrets in our LYNX program are in three different essential categories;

  • Prospecting - How to uncover new income opportunities
  • Point of Sale - How to turn prospects into clients
  • Plan Design - How to maximize contributions and deductions

LYNX is designed to help any Financial Advisor who may be looking to grow their current book of business or discover new income opportunities among their current clientele.  Regardless of your experience, we guarantee you will walk away with a list of opportunities you never knew existed! No other TPA or bundled provider will help you the way Lynx can.

Throughout the year we host several LYNX events right in your backyard. Click on the city nearest to you to get details on the next LYNX event.