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

How You Can Guide the Future for America

Personal financial planning is the process of preparing for the inevitable tragedies of life that will affect each of us both financially and emotionally. It is a philosophy for intentional living, a framework for creating happiness, and offers joy in the face of life’s natural tendencies toward chaos and entropy.

Help Your Clients Kick the Debt Habit

By 1st Global Staff

The Federal Reserve announced in early October that household debt in the U.S. climbed $39.4 billion to a staggering $13 trillion during the second quarter of 2012. While this development could boost consumer spending and assist in the economic recovery, it means that each household in America carries roughly $114,000 in debt ($13 trillion divided by the total number of households counted in the 2010 Census).

Elevate Clients to Advocate Status by Providing a "Sounding Board Service" to Their Friends and Family

By Jeff Watson, CPA/CFP, WealthCare Financial Group, LLC

As a solo practitioner, the demands on my limited time and resources make effective practices and processes absolutely critical to the continued success of my enterprise.

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.

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.

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.

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