gailperry
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Nov 5th 2013
The Importance of Being the Sole Advisor
By Art Husami, EA, CFP®, CIMA®, Husami and Associates In a perfect world, our clients would choose one advisor to manage all their...
Practice Excellence
Nov 5th 2013
Beating the Irrational Fears of Investing by Building Trust
By Alan Zabloudil and Rion Walker, Equity Traders, 1st Global There’s an irrational fear of investing that has been building momentum...
Practice Excellence
Nov 5th 2013
Why You Need to Segment Your Clients
By Nate Biddick, CFP®, Manager of Practice Consulting Group, 1st Global Every business in the world runs into the same problem: limited...
Standards
Oct 3rd 2013
Effectively Communicating with Clients
Effectively Communicating with Clients By J. David Strother, CFP®, AIFA®, financial advisor at DSF Wealth Management, LLC Of all the...
Practice Excellence
Oct 3rd 2013
Know Before You Roll - Options for an Old 401(k)
By Kristi Bickham, retirement management solutions platform director, 1st Global Back in April, Money Magazine publsihed an article that...
Practice Excellence
Oct 3rd 2013
Beware of the Drama Triangle in Client Relationships
By David C. Knoch, president and chief operating officer, 1st Global As CPAs and financial advisors, have you ever had this experience when...
Practice Excellence
Sep 23rd 2013
I Want to Retire, so What's Next?
More than two thirds of accounting firms have no plan for succession , according to a recent survey conducted by the National Society of...
Auditing
Sep 10th 2013
Stealthy Job Searching - Share Your Experiences
In a recent Accountemps survey, 73 percent of workers indicated they are likely to do their job searching for a new position while...
Team
Aug 30th 2013
What Gives the Next Generation an E.D.G.E.?
By David C. Knoch, President and Chief Operating Officer, 1st Global I had the recent privilege of spending a few days with our next...
Practice Excellence
Aug 30th 2013
Key Considerations When Buying a Firm
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...
Standards