Ex-LPL Chief Launches $99 Community for New Advisors

Jeffrey Czajka, founder of Advisor Growth Solutions and former head of LPL Financial’s Independent Advisor Institute, will launch the AGS Advisor Development Community this summer. The program offers virtual training and a closed peer network for early-career financial advisors.

The community carries a one-time fee of $99 or four payments of $29.99. Organizers are offering a 50% discount with the code “summer2026”. Czajka aims to recruit about 100 members for the initial launch, but the platform will remain open to additional participants who want access to recorded content and webinars.

Members will have access to tutorial videos, professional-development webinars and a closed social network for peer discussion. The platform will host live webinars, archived tutorials and moderated online discussions. Organizers say programming will evolve based on member feedback.

Czajka cited ongoing industry consolidation and high attrition among new advisors as motivations for the program, noting data that show nearly three-quarters of rookie advisors do not remain in the business long term.

A free live webinar later this month will kick off the initiative and will be led by Brian Sullivan, founder of Primary Financial Advisors. Sullivan transitioned from the technology sector into financial planning about a decade ago, was part of Czajka’s first cohort at LPL and launched Primary in 2024. He credited peer groups with helping him add $6 million to $8 million in self-sourced client assets in one year. ‘It’s about putting like-minded people together who all have the same goal, and they’re all going through the same common experience,’ Sullivan noted, adding that he still meets regularly with a fellow member from that early cohort.

The community will emphasize practical skills such as outreach frequency, converting initial meetings into clients and building a repeatable prospecting process. Czajka recalled his early career challenges and highlighted the need for hands-on guidance for advisors with limited cash flow.

The AGS offering joins existing training and networking options available to new planners, including externships, professional groups, and employer-sponsored training at large brokerages and registered investment advisors. Organizers expect to expand course offerings and discussion topics as members identify common needs.