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.
By Art Husami, EA, CFP®, CIMA®, Husami and Associates
In a perfect world, our clients would choose one advisor to manage all their financial matters.
But it’s a fact of life that many clients spread their money around and work with multiple advisors. According to Aite Group, only one of every three clients turns over all of their assets to a single wealth manager.
By Nate Biddick, CFP®, Manager of Practice Consulting Group, 1st Global
Every business in the world runs into the same problem: limited resources. The choices businesses make in applying those resources are paramount to determining the level of success you can reach in your business.
When it comes to running a successful CPA firm or wealth management practice, effectively segmenting your client base is a crucial first step in maximizing the resources and efficiencies of your operation.
By Alan Zabloudil and Rion Walker, Equity Traders, 1st Global
Effectively Communicating with Clients
By J. David Strother, CFP®, AIFA®, financial advisor at DSF Wealth Management, LLC
By Kristi Bickham, retirement management solutions platform director, 1st Global