Advisor Stories: Leaving a Legacy
"The wonderful moment was when he told me that this is what his wife would have wanted, to leave a legacy for the grandchildren."
Advisor Stories: The Envision® Process
"It’s about the relationship and being able to have somebody that they can rely on, call, anytime. And who knows them and what their priorities are and can get the best advice."
Advisor Stories: SmartStation®
Combining powerful applications with single sign-on access, the fully integrated SmartStation platform helps advisors increase productivity and build deeper client relationships.
Advisor Stories: Client Dashboard
"If you look at Envision® and the
information that's provided on Client Dashboard, there's really no conversation
you can't handle on the fly with a client." See how advisors are utilizing SmartStation®
to maximize conversations with their clients.
Advisor Stories: Deepen Client Conversations
The advisor platform provides easy access to information about clients in relation to their family, occupation, recreation, and money. Learn how advisors apply this information in conversations to help deepen client relationships.
Advisor Stories: Succession Planning
Succession planning isn’t about the end of your career; it’s about building a seamless team-based client experience that can help ensure sustainable client loyalty for generations. Hear directly from an advisor on how succession planning changed her practice.
Advisor Stories: Growth Consultants
"I am really impressed with the First Clearing in-person visits. It has been great to see they care enough our success to visit our practice and get to know how we deliver to our clients.
Advisor Stories: Client Documentation
"Client documentation is not only vital; it can help you provide a higher standard of care that can set you apart from the competition." See how Client Dashboard has helped changed the game for our client firm advisors.
Advisor Stories: Envision
"One application within SmartStation® that I use a lot is the Envision® program. And what's really nice is when you first meet with a perspective client, you're able to input financial data, demo-graphical data about that family. It's all there in one location!"
Advisor Stories: Forum Series
First Clearing's Connexion Forum Series is designed to empower your business in today's dynamic marketplace. See how these forums have helped advisors gain insight, network with peers and collect different ideas to help their practice.
Advisor Stories: Technology Platform
"First Clearing tools are top-notch. I compared them with other custodian banks that we use, and First Clearing's technology is superior. And when using the technology, it really helps us to tighten up the relationship with the client."
Advisor Stories: Growth Accelerator Growth Plans
Hear how the Growth Accelerator® program gave this particular advisor an upgrade to her practice at just the right time.
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.
Gen Y Is Ready To Invest... Are You Ready To Advise Them?
Gen Y offers the greatest lifetime value of any generation in the investment marketplace. But there's a catch. Communicating with and gaining the trust of this generation is markedly different from traditional business methods. See what firms and advisors should be doing now to engage Gen Y.
SmartStation®. A technology platform designed to help you build and strengthen relationships. Comprehensive and fully integrated, with single-sign-on access – to meet your needs – and the needs of your clients.
Getting Serious About Cyber Risk
Risk is nothing new in financial services, but the emergence of cyber-risk requires a new level of vigilance.
Next Frontier: Coaching Tips
In the next Frontier of Advice, these tips can help advisors uncover the keys to client fulfillment and wellbeing.