First Command is committed to providing you with the support you need to launch, manage and grow an independent financial planning practice. From the knowledge, expertise and attentive personal service of hundreds of Home Office employees to your mentors in the field, you will receive the guidance and support you need to succeed.
Financial planning support. Through the Home Office-based Sales Support Team, Financial Planning principals, Investment Management Team and other resources, you’ll enjoy access to a host of subject matter experts who will support your efforts to provide sound financial advice and recommendations to your clients.
Product support. First Command’s Sales Support Team provides on-demand information and training on a wide array of financial products available to support your clients’ financial plans. This includes managed investment accounts, retirement investments, education savings accounts, life insurance, long-term care insurance, disability income insurance and property-casualty insurance.
Compliance support. The financial industry is highly regulated and ever-changing, and Financial Advisors must ensure that their practices comply with all applicable regulatory standards. To assist you in this, First Command’s legal and compliance professionals provide a variety of information resources plus frequent communications on key regulatory issues.
Marketing support. First Command provides you with both strategic marketing planning and an array of advertising/marketing materials to promote your practice. Under the direction of the Chief Marketing Officer, Strategic Marketing Consultants work with divisional leaders, District Advisors and individual Financial Advisors to develop local marketing plans and programs designed to help build Advisors’ businesses.