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1st Global Wealth Management

Aligning Client Service with Client Experience

04/24/2012 - 13:03 - 937 reads

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Tax season is once again behind us. In the months ahead, your calendar will continue to fill up with appointments that resulted from the client needs you uncovered during the first part of the year. Now is a good time to think about client service – how efficiently and effectively you deal with your clients’ needs, and how your clients perceive your value in their lives.

Free Advice: D-I-Y Investment Approach Isn’t Worth the Savings

04/24/2012 - 12:50 - 644 reads

DALBAR released its Quantitative Analysis of Investor Behavior (QAIB) report last month and the results of the study are shocking but – sadly – not very surprising.

Wealth Management - What's Stopping You?

04/24/2012 - 12:43 - 140 reads

Manage,Success,Learn

Even in difficult times, your CPA firm demands profitable growth. You have to be able to find and implement a sustainable growth strategy that makes sense for your firm and your clients. When you first consider adding wealth management services to your practice, you might have many questions or doubts. Here are some reasons to move past those uncertainties.

Overcoming Obstacles to Wealth Management

03/27/2012 - 11:23 - 198 reads

There are many changes necessary to create and maintain a thriving, growing, profitable and premier wealth management firm. Defining the specific vision for your firm is the first step. But, once your firm formulates and articulates its vision, the firm leader must have the courage to make decisions and take action.

Helping Your Clients Achieve Sustainable Income for Life

03/27/2012 - 11:19 - 169 reads

Sales,Graph,Chart,Coins,Upward,Trend

In this installment of Peer2Peer, four champion partners from thriving CPA firms share their success stories using 1st Global’s Sustainable Income Solutions™ (SIS) process and describe how it has changed the way they approach their clients.

Six Ways to Create an Engaging Office Environment This Tax Season

03/27/2012 - 10:00 - 1584 reads

An often overlooked part of marketing and growing your practice involves your physical office arrangement. The appearance of your office should set the client in the right frame of mind to engage you for additional services, including wealth management services.

1stGlobal.com Offers Interactive, Business-Building Opportunities

03/05/2012 - 12:44 - 70 reads

1st Global, a growth consultant for CPA firms, now offers interactive, in-depth wealth management and business-building opportunities on its new website – 1stGlobal.com. With many CPA firms experiencing flat or little growth over the last five years, the information on the site, as well as the ability to exchange ideas on the site, will be beneficial for CPA firm partners seeking sustainable profits.

Five Imperatives for Success on the Road to Wealth Management

02/21/2012 - 17:01 - 329 reads

There is an underlying pattern of philosophical, professional, and personal traits that are essential for every firm’s success in the area of providing wealth management services.

Seven Tips to Successful Introductions

02/21/2012 - 17:00 - 2220 reads

Many CPAs think that they must market outside of their existing client base. However, within your existing base is usually enough tax, tax planning, and ultimately wealth management candidates, to effectively expand your practice for years.

CPA + Wealth Management Services = Best of Both Worlds

02/21/2012 - 16:59 - 256 reads

Champion partners of CPA firms from across the country reveal what they feel are the benefits to offering wealth management services to their clients as well as partnering with a leading growth consultant for CPA firms to do it.

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About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients.

1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 450 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201.

Visit Us at www.1stGlobal.com

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