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Training and Development

The training you need for the success you deserve.

The Framework: Structure Your Success

The Framework is Guardian’s Financial Representative (FR) Development System, designed through the experience of some of our top agencies. It represents a collection of best practices from the field and for the field.

Whether you are new or experienced, our unique development program will give you the tools and resources you need to succeed — and position you as an industry leader.

The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2025 Guardian


For getting started: the Four Phases

The vertical columns of The Framework map out a sequence for four learning phases. These phases identify the key knowledge and skills you need at each stage of your career — from Career Sampling through your first few years on the job.

Download more information of Guardian U below:

Guardian U: The Framework

INTERESTED IN JOINING OUR TEAM? 

For more information about career opportunities at Alliance Advisory Group, please contact Brie Bullock, Managing Director & Director of Talent Acquisition, at brie.bullock@allianceadvisorygroup.com or by calling (585) 264-1111.