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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 Wealth Management Instruction and Networking (WIN) Program is designed to provide ongoing education, networking and support for all 1st Global Financial Advisors. WIN Teams located across the country meet monthly in central locations to provide the strategic information that you need to succeed.

Through the WIN Program you can expand your knowledge of Method 10™ client solutions, keep abreast of wealth management industry trends, share business-building ideas, and network and build alliances with investment and insurance professionals. The goal of the WIN Program is to help you become a top producing financial advisor.

MATRIX&trade Workshops

MATRIX™ Workshops are a full week of education designed to train advisors and wealth management assistants on building and managing a successful wealth management business. These workshops cover the four areas you must master to build a wealth management business: Marketing, Sales, Operations, and Administration.

The first two days cover essential marketing systems and sales skills. You will learn how to market financial services to your clients using proven marketing tools and systems. You will also learn sales presentation skills and how to use them when conducting client meetings. The latter part of the course provides an overview of processes and paperwork, compliance, legal and technical considerations and the essentials of doing business through 1st Global.

Advanced Solutions Program

The Advanced Solutions Program serves as a forum for advisors to explore complex and creative solutions to their clients’ financial needs. The workshop utilizes a case study approach and involves various aspects of asset management, risk management strategies and retirement planning.

National Conference

Held annually, National Conference provides an opportunity for you to network with experienced financial advisors and industry professionals, receive valuable education on a wide variety of topics, and become inspired with an array of new ideas and resources. Each year 1st Global attracts leading industry speakers to National Conference including Ben Stein, Tom Gau, Bill Bachrach, Natalie Choate, Nick Murray and Mark Tibergien. The annual event is held at a different location around the country each year. Past locations include Orlando, Las Vegas, Washington D.C., and San Diego.

Wealth Management Academy™ Webcasts

Through our Wealth Management Academy Webcasts, you can benefit from an education program designed to complement our in-person classes, delivered right to your office. Webcasts are focused on specific topics, such as insurance and investment services, product training, operations, and marketing. We also have webcasts designed to provide ongoing education for wealth management assistants.

Video Education Series

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!

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.