Weekly Training

Grow Your Business

Hiring a new financial advisor may be the key to growing your business. To expedite the development of newer-to-the-industry advisors, finexis offers trusted and proven training programs — so they can get further, faster — to help your practice thrive. Programs are also available for established advisors to elevate their skills and take their business to the next level.

Grow Your Business

Weekly Training

Empowerment Sessions: Weekly Training Series

Join our Empowerment Sessions at Finexis, a weekly training series designed to equip financial advisors with cutting-edge knowledge and skills. This stage focuses on fostering a supportive learning environment infused with a sense of community and collaboration.

Mastery Workshops: Elevate Your Expertise

Elevate your expertise through our Mastery Workshops at Finexis. This series offers in-depth training sessions, ensuring advisors reach new levels of mastery and are recognized for their commitment to continuous learning.

Weekly Training Hub

Empowering financial advisors with weekly training sessions for ongoing skill development, community engagement, and mastery enhancement.

Stage 1: Heartfelt Training

Symbolizing the initial stage of weekly training, this icon represents a hand with a heart, signifying a personalized and empathetic approach to skill development and learning.

Stage 2: Mastery Achievement

Recognizing milestones in mastery, this icon signifies the achievement of reaching new levels of expertise and commitment to continuous learning, earning Finexis recognition for advisory excellence.

Stage 3: Flagship Training Navigation

Representing our commitment to navigating the training landscape with confidence, this icon signifies the strategic approach to weekly training, symbolized by a flag, ensuring a clear direction in ongoing skill development.

Stage 4: Capstone Excellence in Training

At the pinnacle of our weekly training journey, this icon represents the graduation cap, symbolizing the attainment of significant milestones and the culmination of excellence in Finexis' commitment to continuous learning and mastery enhancement.

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Industry Leading Technology

At finexis, we continue to automate time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve your efficiency and accuracy.

Products and Platforms

With finexis, you can easily shift the balance between fee-based and commission-based activities to recommend solutions that best address your clients’ goals.

Operation Support

finexis’ tools are designed to simplify account management, boost practice efficiency, provide scalability, and improve the overall experience that you offer to your clients.

Marketing Support

How you appear in the marketplace and connect with your clients and prospects can directly affect your practice’s growth. To help you achieve your goals and expand your reach, we offer a variety of options, from developing your own marketing materials, using our existing turnkey solutions, or consulting with our marketing experts.

Client Ownership

finexis app gives transparent insight into your clients’ financial account information from one central location, allowing you and your clients to view portfolio values, account balances, deposits and withdrawals, and investment returns, any time from any device.