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
To Build Your Business, You Must Start with Your Brand
Brian M. Finnigan
vice president and chief marketing officer
1st Global
As the owner of a CPA or wealth management firm, you’ve been told you need to create a “brand” for your practice. Marketing gurus and experts at professional conferences have confirmed that building a successful brand will make your business stronger, help you create a positive reputation within your community and garner your firm more clients.
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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.
Five Relationship Marketing Strategies that Work
By Brian M. Finnigan, vice president and chief marketing officer, 1st Global
The aim of marketing is to know and understand the customer so well that the product or service fits him or her and sells itself.
— management expert Peter F. Drucker, 1909-2005
What do fly-fishing clubs, the FBI and thought-provoking riddles have to do with your business? Each can provide a platform to market your services to new and existing clients.
- Read more about Five Relationship Marketing Strategies that Work
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Focus on the Four Stages of Wealth to Reach Full Potential
By Tony Batman, chairman and CEO, 1st Global
Now more than ever, clients approaching the retirement red-zone want to consolidate their financial services with a single trusted advisor. They want a firm that has the ability to craft solutions for a wide spectrum of financial planning and tax issues. A holistic approach focusing on all areas of wealth management will help you meet this challenge and weave diverse elements into a unified, comprehensive plan that clients need and value.
Four Reasons CPA Firms Should Consider Putting Wealthcare in the Mix
How Can You Keep the Post-Tax Season Calendar Full and Clients on Target? Periodic Review Meetings
Who Gets the Business? Why Succession Planning Is Key for Small Business Owners
The Dreaded “M” Word: Why Marketing Isn’t as Hard as You Think
By Tony Batman, chairman and chief executive officer, 1st Global
Creating top-of-mind awareness of the solutions your firm offers is an essential ingredient in the success of any wealth management firm. Consistent marketing of these solutions can be the key difference between a marginal wealth management firm and a hugely successful one.
Discovery Meeting Should Be the Beginning of a Beautiful Relationship
By 1st Global
Client meetings give CPAs the opportunity to put all their tools to work. Done well, they are productive and rewarding, both monetarily and psychologically. Improperly done, they can be a disaster. Successfully conducting client meetings builds trust, nurtures relationships and creates a meaningful result for both the client and accountant.
A Simple Review Adds Value for Clients, More Business for Firm
By: Michele Tremblay, CPA, Weil, Akman, Baylin & Coleman
