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Practice Management

Practice Management

Empowering Firms and Advisors to Embrace Tomorrow's Opportunities

First Clearing is both comprehensive in scope and nimble…both broad in our offerings and highly client-centric. That means every client firm has access to our vast resources, institutional knowledge of the industry, and thought leadership to help meet the changing demands in delivering advice.

Practice Management

Connexion Forum Series

Our Connexion Forum Series provides opportunities for client firms, their leaders and their advisors to exchange ideas around the latest information from industry experts.

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Education and Insight Programs

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Growth Accelerator® Program

Growth Accelerator® is an instructor-led virtual training program designed to expose advisors to industry-proven practice management strategies that can help attract “ideal” clients.

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College of Risk

The College of Risk is a program for senior managers and key control principals to help them understand and prepare for the wide-range of threats their businesses face today.

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First Clearing University

First Clearing University offers both instructor-led and on-demand training plans for financial professionals, sales assistants, and operational personnel.

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Connexion Forums

The Connexion Forums are a series of events, each structured to foster dialogue with business and industry leaders — as well as peers – to help client firms navigate the shifting industry landscape.

Block Quotes

While you’re focused on your clients and ways to build those relationships, we focus on ways we can empower you.

Joe Nestlerode, Sr. Director, Technology