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First Eagle Academy

Lead with Education, Excel in Execution

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First Eagle Employee Benefits

First Eagle Academy

Lead with Education, Excel in Execution

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Overview

One of First Eagle Academy's main goals is to be a true partner to financial professionals. We dedicate our time and effort to helping them as business owners, financial professionals and helping their clients as investors. First Eagle Academy was established to give financial professionals and their clients an edge by providing in-depth service that starts with education and continues with engagement and execution.

Practice Management

Elite Teams 2.0: The Future of Teams

The program was developed to elevate your team by providing transformational insights into team leadership, business development, client loyalty, practice management and wealth management.

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Succession Planning

Strategies for acquiring another business, approaching the sale of a business as well as creating a succession plan that makes the transition as seamless as possible for your team and clients.

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HNW Client Acquisition and Retention

Strategies to help grow your business with ideal prospective clients while retaining your most valuable clients.

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Investment Focused

This suite was developed to address the nuances of the alternative credit marketplace to make it accessible to individuals across all levels of investment expertise.

 

Topics include:

  • Both introductory and deep dives on alternative credit
  • Investment options for accessing alternative credit markets
  • Key factors to consider when evaluating alternative credit opportunities.

 

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This suite provides actionable insights on building and executing comprehensive retirement plans to help optimize participant outcomes

 

Topics include:

  • Key issues for retirement savers and their fiduciaries and how to address them
  • Potential benefits of global equity diversification when home country bias is often prevalent
  • Strategies for evaluating a plan's ability to meet participants' needs and recommendations to help participants reach their retirement objectives

 

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This program was designed to help advisors better understand how different investment vehicles can be used to help improve client outcomes.

 

Takeaways:

  • Understand the role and key features of mutual funds, ETFs, and SMAs.
  • Identify how vehicle diversification can benefit both advisors and clients.
  • Compare each vehicle across tax efficiency, customization, and implementation.
  • Explore practical ways to incorporate mutual funds, ETFs, and SMAs into modern portfolios.

 

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This suite was developed to address the nuances of the alternative credit marketplace to make it accessible to individuals across all levels of investment expertise.

 

Topics include:

  • Both introductory and deep dives on alternative credit
  • Investment options for accessing alternative credit markets
  • Key factors to consider when evaluating alternative credit opportunities.

 

Take me there

This suite provides actionable insights on building and executing comprehensive retirement plans to help optimize participant outcomes

 

Topics include:

  • Key issues for retirement savers and their fiduciaries and how to address them
  • Potential benefits of global equity diversification when home country bias is often prevalent
  • Strategies for evaluating a plan's ability to meet participants' needs and recommendations to help participants reach their retirement objectives

 

Take me there

This program was designed to help advisors better understand how different investment vehicles can be used to help improve client outcomes.

 

Takeaways:

  • Understand the role and key features of mutual funds, ETFs, and SMAs.
  • Identify how vehicle diversification can benefit both advisors and clients.
  • Compare each vehicle across tax efficiency, customization, and implementation.
  • Explore practical ways to incorporate mutual funds, ETFs, and SMAs into modern portfolios.

 

Learn More

Client Education

  • Client Education

    Understanding Medicare from A to D

    Insights that help simplify the complicated Medicare process by providing clients with an overview of the program, details of the enrollment process and strategies for coordinating Medicare benefits with other forms of insurance.

  • Client Education

    Behavioral Finance

    Insights to help provide perspective during times of uncertainty so that clients have more of a long-term investment mindset and are less susceptible to emotional decisions that may derail their financial plans.

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The opinions expressed are not necessarily those of the firm. These programs are for informational purpose only. Any statistic contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed. The views expressed herein may change at any time subsequent to the date of issue hereof.