The resounding theme of 1st Global, Inc.’s 8th annual national conference, held on October 27th through 30th in Tucson, Arizona was quality service and relationships.
The financial services group sent the message that the key to success for CPAs and accounting professionals is to balance the need for efficiency with the value of building strong client relationships. In fact, 1st Global’s CEO and founder, Tony Batman, believes understanding a client’s needs is the most important thing a firm can do to be successful.
The conference held tightly to this theme by teaching a combination of time management and efficiency planning while emphasizing development of people skills and strong client relationships.
In addition to information on how to build a “world class” firm, the conference featured break-out sessions on insurance, fee-based asset management, broker-dealer services, compliance regulation, and panel discussions by 1st Global's top Financial Advisors.