1st Global

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.

Professional Focus
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.

Product Independence
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.

Client Ownership
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.

Business-Building Expertise
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.

Comprehensive Solutions
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.

 

Contributed content

Wealth Management for Women: Creating a Women’s Circle

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.

Are You the Choice of the Next Generation?

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?

Leading with Advocacy

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.

Firm Leadership Styles That Work

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.

How My Financial Plan Saved My Life

Personal financial planning is nothing less than taking total personal responsibility for one’s life and to make and honor important promises to the people one loves. 1st Global Chairman and CEO Tony Batman shares how, during an epic battle against Stage 3 cancer, having a complete financial plan in place helped save his life.

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