Become Empowered with Our White Papers
To find out more about each white paper, click on "Learn More" to view a summary. To gain access to our entire white paper library, fill out the form below just once. Then download a PDF of the topics you choose. (Links will only be activated once you submit the form on this page.)
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The Next Frontier: Conversation, Connection and Confidence
In this white paper, we continue to examine the changing role of the advisor — and the changing nature of “advice” itself — in today’s new world. We suggest how you can validate your worth as an intermediary as never before, even in this rapidly changing, high-tech world, by doing what technology can’t: cultivating client well-being.
Digital Disruption: Is the Financial Advisor's Value Under Siege?
This paper looks at how advisors can restate their value proposition and redefine the essential value in clients’ lives to have more meaningful and holistic relationships that exceed clients’ expectations.
What Does Financial Advice Look Like Across Generations?
This paper from First Clearing and The Center for Generational Kinetics summarizes the results of research into Baby Boomers, Gen X and Millennials attitudes, preferences and priorities about investment advice.
Sustaining Your Practice and Reclaiming Your Life
This paper from First Clearing, LeaderMark and FP Transitions, explores the options and considerations for advisors contemplating transition and sustainability planning for their business.
Best Practices of Today's Elite Advisors
Based on research conducted by The Oechsli Institute, this paper examines aspects of relationship management and relationship marketing used by elite advisors in meeting the needs and expectations of clients.
Understanding Today's Affluent
This paper from First Clearing and The Oechsli Institute provides firm principals and financial advisors with insight into best practices for reaching and serving today's affluent clients.
A Wake-Up Call for Financial Advisors: Creating Value for Elder Clients
First Clearing and LederMark Communications share what investment firms and professionals need to understand about elder financial abuse and how they, as trusted advisors, can play a role in protecting vulnerable clients.
The Silent Value: Advice for the 21st Century
In this white paper, First Clearing and Cannon Financial Institute (CFI) discuss some of the basic principles of neuroeconomics and how using them can help advisors remain relevant to their clients.
Cultivating a Security Culture
Today's cyber attackers are taking a more targeted and personal approach to gaining access to valuable information that they can exploit. This paper explores the responsibility to secure your data and the importance of creating a security culture at your firm.
Women and Wealth: The Invisible Opportunity
We may be on the threshold of one of the biggest opportunities our industry has ever been presented. First Clearing and Cannon Financial Institute (CFI) focus on the ever-increasing economic power of women.
Gen Y Is Ready To Invest... Are You Ready To Advise Them?
Generation Y brings the greatest lifetime value of any generation in the investment marketplace. What should firms and advisors be doing now to engage Generation Y? First Clearing and The Center for Generational Kinetics explore the opportunity to serve Millennials.