1st Global

Posted by accountingweb on Jul 25 2012 0 1977 printer friendly

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.

Partner content

Firm Leadership Styles That Work

Feb 27, 2013

By David C. Knoch, president and chief operating officer, 1st Global

Leadership matters. No one reading these two simple words would dispute their truth, but they may prompt questions: How much does it matter? What separates strong leadership from weak? What practices, in addition to leadership, create thriving businesses? The questions are endless.

If Price Were Not a Factor, What One Problem Would You Like to Solve?

Feb 27, 2013

By Jeff Neher, CNC Financial Group LLC

How My Financial Plan Saved My Life

Nov 28, 2012

Personal financial planning is nothing less than taking total personal responsibility for one’s life and to make and honor important promises to the people one loves. 1st Global Chairman and CEO Tony Batman shares how, during an epic battle against Stage 3 cancer, having a complete financial plan in place helped save his life.

Five Tips to Ensure Success During this Busy Season

Nov 28, 2012

Ever wonder what separates the most successful CPAs and financial advisors from the pack? Many industry-leading firms attribute their success to their ability to get the most out of year-end planning meetings and tax-season meetings with their clients.

Grow Your Business with a New Focus on Healthcare

Nov 28, 2012

Most CPAs and wealth management providers would love to find a way to grow their businesses in a sustainable manner. One solution we don’t often think about is right in front of our noses – especially now, as cold and flu season has arrived.