White Paper Series

White Papers

Growing Your Business In The New World

Insight into the challenges firms must address on growth. This white paper provides an overview of four key areas:

  • Relationship Marketing—the challenges firms face in helping their financial advisors while also attracting new advisors.
  • Relationship Management—the challenges in managing relationships with advisors and the importance of advisors strengthening affluent client relationships.
  • Succession Planning—the challenge facing firms of an aging advisor corps and the challenge facing advisors of intergenerational planning.
  • Wealth Management Teams—the reality of wealth management teams and the importance of developing more elite teams as part of a firm’s growth strategy.

Once you’ve submitted the form a pdf of the white paper will begin to download.

  • ABOUT FIRST CLEARING

    Headquartered in St. Louis, First Clearing provides a comprehensive suite of solutions to help full-service and independent retail broker-dealers run more efficiently, grow more confidently, and protect their firms more effectively.

    Because of our long heritage in the brokerage business, we provide industry insight coupled with the deep resources and brand strength of Wells Fargo & Company.

  • ABOUT THE OECHSLI INSTITUTE

    The Oechsli Institute, founded in 1978, specializes in helping the Financial Services Industry improve its ability to attract, service and develop loyal affluent clients. Their research based performance coaching and training programs have become the standard within the industry, and they do ongoing work for nearly every major financial services firm in the U.S.