LPL Onboarding Transformation
Enterprise financial institution onboarding advisor support roles
This work focused on redesigning onboarding to improve readiness, accelerate performance, and better align learning to real customer interactions.
The Challenge
Onboarding was lengthy, slowing time-to-proficiency and delaying performance
New hires needed stronger support applying knowledge in real-world scenarios
The program relied heavily on content delivery rather than applied learning
How We Worked Together
Partnered with business and learning stakeholders to redesign the onboarding experience end to end
Worked alongside teams to introduce hands-on, applied case studies aligned to real customer interactions
Restructured the program to incorporate earlier assessment and coaching checkpoints
Focused on building practical capability, not just knowledge transfer
What Changed
The onboarding experience shifted from content-heavy to application-driven
Practice and assessment were integrated earlier in the experience
Learning was more directly aligned to real job scenarios
The program became shorter, more focused, and more effective
Impact
Reduced onboarding time from 24 weeks to 16 weeks
Accelerated time-to-proficiency
Improved participant pass rates
Contributed to stronger service performance outcomes
Interested in solving a similar challenge?
If you're redesigning onboarding, managing change, or scaling training programs, I’d love to partner with you.