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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.

Work Smart

Get a fast start

The Framework prioritizes your learning to drive mastery of income-producing activities that will help you grow your business: setting appointments, meeting with potential clients, and leveraging our unique Living Balance Sheet® (LBS) process.

Only the best will do

Our training materials for online, local, and off-site learning have been gleaned from the best training and tools available from the field, the Home Office, and industry thought leaders.

Access is easy

What you need, when you need it, a click away. Content is organized to follow a step-by-step sequence and is provided via Guardian U, our state-of-the-art learning portal. 

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


For more information about career opportunities at Alliance Advisory Group, please contact our Director of Talent Acquisition, Brie Bullock,

at or by calling (585) 264-1111.