Conferences & Training

Optimized growth requires the ability to deliver insights to advance your business. That’s why we provide a wide range of events to facilitate meaningful dialogue. By listening to your needs, addressing issues, and providing opportunities, we’ll make sure your business continues to flourish.

  • Leadership Information Forum: This conference call series features the senior management team of First Clearing and provides updates on important initiatives that affect our clients.
  • Conferences: We sponsor conferences throughout the year that connect financial professionals with various industry experts, who help support business growth with guidance on business strategies, practice management, and the tools and resources available through First Clearing.
  • Proven training programs: We offer a full suite of training resources, including in-branch computer-based training, personal coaching, and small group learning.
  • Roundtables: We periodically schedule meetings with peers from other firms and invite you to share ideas and information on key areas impacting the brokerage business.
  • Advisory Update Call: This popular monthly conference call helps financial professionals stay informed about developments to our advisory product platform, related resources and ASG research tools.