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

Six Ways to Create an Engaging Office Environment This Tax Season

By Ken Montgomery,manager, Wealth Management Academy®, 1st Global
 
An often overlooked part of marketing and growing your practice involves your physical office arrangement. The appearance of your office should set the client in the right frame of mind to engage you for additional services, especially wealth management services. Most CPAs and attorneys do not pay close attention to the detail in how their office appears.

Five Imperatives for Success on the Road to Wealth Management

By Tony Batman, chairman and CEO, 1st Global
 
In my article last month, I stated that the road to wealth management differs for every financial services practice based on its clients, its opportunity and its own definition of success. However, there is an underlying pattern of philosophical, professional and personal traits that are essential for every firm’s success.

Seven Tips to Successful Introductions

By Ken Montgomery,manager, Wealth Management Academy®, 1st Global
 
Many CPAs think that they must market outside of their existing client base. However, within your existing base is usually enough tax, tax planning, and ultimately wealth management candidates, to effectively expand your practice for years.
 
At 1st Global, we advise focusing on existing clients first. They already trust your advice.

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