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 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.
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.
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.
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.
By: Michele Tremblay, CPA, Weil, Akman, Baylin & Coleman
By Tony Batman, chairman & CEO, 1st Global
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.