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: David Vaikness, CLU, ChFC®, Director of Distribution Planning, 1st Global
By David Davis, CPA and Barbara Kong, CFP®, JY WealthCare, LLC
Thinking of buying a firm but not sure where to start? That question is being contemplated more and more every day with more mergers, acquisitions and consolidation taking place across the accounting and wealth management industry today.
There are some key things to consider and to look for when seeking a purchase of another firm or a merger of businesses.
By Skip Briggs CPA/PFS, CFP® and Kim DeAngelis, Bentley Wealth Advisors
Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.
By Brian M. Finnigan
Vice President, Chief Marketing Officer
Imagine you’re driving down the highway and “blam!” you have a blowout. You save your car and yourself from catastrophe by safely bringing the car to a stop but you find yourself stranded on the side of the road, sweating from the summer sun, without a spare and without a way to get back on your way.
Does this sound like a bad situation?