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September 30, 2011

Gail Perry, CPA
Editor-in-Chief
This issue of the monthly AccountingWEB Wealth Management newsletter contains timely information about opportunities for enhancing the services offered to clients by your firm.

In Peer2Peer, Robin Matthews, CPA, director of financial advisors at Jones & Roth, CPAs and Business Consultants in Oregon, discusses how†Jones & Roth integrated education and marketing tools†to leverage their skills to efficiently provide wealth management services to their clients.

The Landscape offers some perspective and practical advice from Tony Batman, chairman and CEO of 1st Global, about how to focus on an optimistic and successful future during the current turbulent financial climate.

The Wealth Management Academy® provides practical tips for performing a SWOT analysis of your business to identify what needs to be done to reach your goals.
Peer2Peer is your source for case studies and best practices in wealth management coming directly from your colleagues. With experienced advice from your peers within the tax profession, you can glean business-building strategies and tactics to enhance the wealth management services your firm provides or seeks to embrace. Leverage the knowledge of industry leaders to carve your own path to success with Peer2Peer.
The Optimal Path for Accounting Firms Pursuing Wealth Management Services through Strategic Partnership: A CPA's Perspective

Robin Matthews,
Johns & Roth
Robin Matthews, CPA, director of financial advisors at Jones & Roth, CPAs and Business Consultants in Oregon, discusses how Jones & Roth integrated education and marketing tools† to leverage their skills to efficiently provide wealth management services to their clients.
Read More...
Welcome to The Landscape, a monthly feature article that provides insights into the wealth management industry from a tax-centric point of view. With the economic and tax landscape constantly shifting, CPA and tax firms have a unique opportunity to change how their clients view and manage their economic futures more efficiently and effectively. Keeping an eye on The Landscape can help you navigate the road to wealth management success.
What is Old is New Again

Tony Batman,
chairman and
CEO,
1st Global
In September of 2008, our industry experienced the anxiety ridden crisis in what historians generally now refer to as "Lehman weekend," which began one of the most difficult tests of our financial advisory careers. It was a capital market event of epic proportions that led to our current economic state. Read More...
The 1st Global Wealth Management Academy® offers three distinct educational platforms for tax-centric wealth management firms, each possessing its own advantages: classroom-based education, Web-based instruction and self-study. As part of 1st Globalís commitment to progressive, ongoing education, the Wealth Management Academy® provides the opportunity to attain the knowledge, skills and habits necessary to become a highly successful wealth management firm. From The Wealth Management Academy® brings the academy to you in monthly installments.
Today vs. Ideal Future: Closing the Gap

Nate Biddick,
director of practice development
1st Global
Annual business planning typically involves looking at your business and comparing where you are to where you want to be. The strength of your vision for where you want to be is also known as your goal. Your goal is restrained only by the courage and reach of your imagination. The gap between today and goal is the subject of this article. Read More...
About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients.

1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 500 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com
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