Why 1st Global?
If your firm is committed to serving more clients and serving them better, 1st Global can help. We specialize in consulting with CPA firm partners in creating sustainable growth strategies for the future, including helping CPA firms build successful wealth management practices. Our goal is to enhance the service experience to your best clients and to attract more of them to your firm.
As a tax professional or attorney, you have a unique, trusting relationship with your clients. It’s vital to align with a partner that understands that delicate relationship. It’s also important to have a partner that understands the complex regulations and cultural issues involved in integrating comprehensive financial services into a tax or law firm. We have nearly two decades of experience doing just that.
Affiliating with 1st Global means maintaining your professional objectivity. You’re able to offer a vast selection of non-proprietary service and product solutions that truly meet the needs of your clients. We believe that independence and objectivity are paramount for financial services professionals.
With 1st Global as your partner, your firm's clients are your firm's alone. We provide the systems, training and support you need to assist your clients with wealth management services. You provide the most critical factor for success: the client relationship.
We provide the cutting-edge tools and resources your firm needs to successfully build your wealth management business. From innovative marketing resources to advanced educational programs, your firm will have everything it needs to be a success. Just add clients.
With 1st Global, your firm is free to choose the solutions that fit your client. You are not pressured to promote or push proprietary products. We support your firm with everything it needs for a wealth management practice, including securities brokerage services, fee-based asset management, insurance services and retirement planning.
By David Davis, CPA and Barbara Kong, CFP®, JY WealthCare, LLC
Thinking of buying a firm but not sure where to start? That question is being contemplated more and more every day with more mergers, acquisitions and consolidation taking place across the accounting and wealth management industry today.
There are some key things to consider and to look for when seeking a purchase of another firm or a merger of businesses.
By: David Vaikness, CLU, ChFC®, Director of Distribution Planning, 1st Global
By Skip Briggs CPA/PFS, CFP® and Kim DeAngelis, Bentley Wealth Advisors
Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.
By Brian M. Finnigan
Vice President, Chief Marketing Officer
Imagine you’re driving down the highway and “blam!” you have a blowout. You save your car and yourself from catastrophe by safely bringing the car to a stop but you find yourself stranded on the side of the road, sweating from the summer sun, without a spare and without a way to get back on your way.
Does this sound like a bad situation?
By Kive I. Strickoff, CPA
Strickoff Financial Services, LLC
Of all the rewarding career experiences I have had, my participation with the Financial Services Institute Advocacy Initiatives ranks near the top. As a member of the Financial Services Institute (FSI), I am afforded the opportunity to meet with government officials on a regular basis and discuss the issues affecting financial advisors.
By Jason Allen, CFP® , CLU®, CLTC, CAS®, annuity and insurance planning consultant, 1st Global
By David C. Knoch, president and chief operating officer, 1st Global
Leadership matters. No one reading these two simple words would dispute their truth, but they may prompt questions: How much does it matter? What separates strong leadership from weak? What practices, in addition to leadership, create thriving businesses? The questions are endless.
By Jeff Neher, CNC Financial Group LLC