First Clearing

Growth AcceleratorSM

Our innovative Growth Accelerator is a comprehensive program designed to provide financial professionals at all levels the tools, theory, and proven best practices to take their business—and yours—to the next level. This multi-faceted program includes:

• Initial Diagnostic Review. The centerpiece of Growth Accelerator is your growth plan, which begins with a comprehensive diagnostic review based on information about your business and goals. The analysis takes into account more than 50 business building factors, including your current business model, marketing programs, book segmentation, service model, investment planning, product mix, and use of available technology.
• Technology and Product Platform Optimization. We provide proactive support to help leverage available technology and product offerings to maximize growth potential.
• Practice Management Programs. Each growth plan includes self-study or instructor-led modules from practice management programs such as our “Gateway” and “Foundations” series. These programs are designed to help structure your business to acquire the clients you most want to serve, and feature a custom-built Customer Relationship Management system.
• One-on-One Professional Coaching. You’ll be partnered with a dedicated growth consultant who will support your progress through the plan’s prescribed action steps.
• Conferences and Workshops. Our conferences and workshops arm you with actionable information that you can incorporate into your practice immediately. We know any time you spend away from the office had better be valuable, so we pack these events with opportunities to learn from product, technology, and industry experts, and exchange ideas with your peers.

Think of it as growth, optimized.