New Advisor Training
With a track record of proven success, our New Advisor Training program is hands-down the most effective way to bring your new hires up to speed on the many products available to them through your relationship with First Clearing.
This high-touch program focuses on small group learning and individual attention from our product experts. We’ll also provide in-branch computer-based training and personal coaching to make sure new hires fully understand every program, and are able to maximize their potential.
Our New Advisor Training covers essential skills including:
- Learning to sell and prospect
- Building a book of business
- Maximizing their network
Training starts with Series 7 and Series 66 exam preparation. Experienced exam prep professionals provide coaching and monitoring to assist along the way. Advisors taking advantage of this training have shown Series 7 exam first-time pass rates far surpassing the industry-average, so we believe it's a smart investment to help promote growth.