Other Practice Management Components
Home Office Support—Our Financial Advisors contact us on a daily basis, needing help with marketing their independent practice, setting realistic productivity goals, managing their customers and creating more business efficiencies in their offices. We consider these types of Practice Management issues to be part of our daily responsibilities to our financial advisors. When you call in with these types of issues or questions, you will find our service assistants ready to listen to your needs and ready to creatively assist you with your questions or concerns with a “can-do” attitude and expert advice!
Weekly Educational Opportunities—Each week, you will be notified about a variety of educational opportunities sponsored by our clearing partner, First Clearing LLC. These educational opportunities are geared to hot industry topics, as well as new products and services, and newly available technologies. These educational sessions are conducted for your convenience by conference calls in combination with WebEx.
