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8150 North Central Expressway, Suite 500 |
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Through our Wealth Management Academy®, 1st Global has created a series of education programs to help you grow as a wealth management professional. Many of the programs are held at 1st Global’s Dallas Learning Center, some at regional locations around the country and other courses are available anytime on our Financial Advisor website.
The Video Education Series offers you an interactive look at the lessons contained in the MATRIX™ - Master Wealth Management Business Development and Management System. Each video focuses on a different theme and highlights the key steps in making a client meeting efficient, effective and purposeful through simulations of advisor-client engagements. The goal of the series is to help you and your staff prepare for every client contact in order to initiate a wealth management dialogue and spur the client to implement solutions. It’s not just what you know; it’s also how you present wealth management services to clients that matters!
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Securities offered through 1st Global Capital Corp. Member FINRA/SIPC |
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