First Clearing

New Advisor Training

Maximizing Potential, Optimizing Opportunity

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. We invite your new advisors to join us in St. Louis for individual attention from our product experts. We’ll also provide in-branch computer-based training and personal coaching to make sure they fully understand every program, and are able to maximize their own potential within your company.

Our New Advisor Training covers essential skills for financial professionals, including:

• Learning to sell and prospect,
• Building a book of business, and
• Maximizing your network.