Click here if this e-mail does not display correctly
Click here to send this e-mail to a colleague as a web page
October 26, 2011

Steve Wilder,
Wealth
Management
Academy®
specialist,
1st Global
This issue of the monthly AccountingWEB Wealth Management newsletter includes insightful information on expanding the value of your practice by expanding the services you provide.

The Landscape addresses how wealth management is one of the best answers to the challenge of building a business with transferable enterprise value.

From The Wealth Management Academy® explains how an advisory council composed of your best clients offers many benefits to both you and them.

In Peer2Peer, Peter W. Adams, champion partner of HPG Financial Services, LLC, an accounting firm in Raleigh†N.C., shares how adding wealth management to his practice better services his clients and solidifies their relationship with the firm.
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.
Why Should You Commit Your Firm to a Program of Change that Expands your Wealth Management Practice?

Tony Batman,
chairman and
CEO,
1st Global
To address this question in a meaningful way, we need to take a long-term and broad perspective. First, your firm is probably experiencing a rush of activity, new business and revenue and profits growth. Sarbanes-Oxley has proven a boon to the profession.
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.
Creating an Advisory Council Composed of Your Best Clients

Steve Wilder,
Wealth
Management
Academy®
specialist,
1st Global
Think about the last time someone asked you for your opinion or your input because they value your insight and perspective? Werenít you somewhat flattered that they reached out to you for advice? Read More...
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 Path From CPA Firm to Comprehensive Wealth Management: 1st Global BMS Business Model

Peter W. Adams,
champion
partner of
HPG Financial
Services
Peter W. Adams, champion partner of HPG Financial Services, LLC, an accounting firm in Raleigh N.C., shares his firmís progression into providing wealth management services to his clients and his thought processes behind it.
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
Unsubscribe from Wealth Management

Copyright © 2011, Sift Media US, Inc. All rights reserved.
P.O. Box 2252, Westerville, OH 43086-2252

The Sift Media Portfolio includes:
AccountingWEB.com |  GoingConcern.com |  USBusinessForums.com