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| 2006
- CEO Tony Batman Named Among 25 Most Influential in Financial Services by Investment Advisor
- 1st Global earns fourth consecutive DALBAR Service Excellence award and DALBAR Crystal Pyramid award for the first time
- 1st Global publishes the MATRIX™, Third Edition
- 1st Globals grows to 230 employees, 1,200 affiliated financial advisors and 23 WIN teams
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¹ The DALBAR Service Excellence Award is awarded to financial services firms for service provided to their representatives. The award recognizes a company’s ability to exceed pre-determined measures of service in four categories; Attitude, Accommodation, Expertise and Call Interrupts. The DALBAR Service Excellence Award qualifying standard is set using industry averages from the previous year plus DALBAR’s projection of industry trends in the service excellence category. 1st Global pays no fee to participate in the DALBAR service excellence survey. Thirty-six percent of the 39 participating firms received awards for service excellence.
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2005
- CEO Tony Batman Named Among 25 Most Influential in Financial Services by Investment Advisor
- 1st Global receives third consecutive DALBAR Service Excellence Award
- 1st Global Marketing Field Guide, a systematic approach to marketing a wealth management practice, debuts
- 1st Global staff grows to more than 200 employees
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2004
- Tony Batman is named chairman of Financial Services Institute
- Second DALBAR award earned by 1st Global
- First annual Circle of Champions, an educational gathering of multi-partner wealth management firms, is held
- Fee-based asset management platform, Investment Management Solutions (IMS), is launched
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¹ The DALBAR Service Excellence Award is awarded to financial services firms for service provided to their representatives. The award recognizes a company’s ability to exceed pre-determined measures of service in four categories; Attitude, Accommodation, Expertise and Call Interrupts. The DALBAR Service Excellence Award qualifying standard is set using industry averages from the previous year plus DALBAR’s projection of industry trends in the service excellence category. 1st Global pays no fee to participate in the DALBAR service excellence survey. Thirty-six percent of the 39 participating firms received awards for service excellence.
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2003
- 1st Global receives DALBAR Service Excellence Award
- MATRIX™ Video Education Series premiers
- Wealth Management Instruction and Networking (WIN) Program, with 20 regional WIN Teams, begins
| 2002
- Historic Milestone: 1st Global Celebrates 10th Anniversary
- 1st Global expands education program to focus on financial services assistants
- 1st Global publishes MATRIX2
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2001
- 1st Global publishes the first edition of the MATRIX™, a comprehensive guide to building a successful wealth management business
- 1st Global grows to 115 employees
| 2000
- The Business Management Services (BMS) program is introduced
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1999
- Compass, 1st Global’s retirement platform, is introduced
- 1st Global expands to over 550 affiliated financial advisors
| 1998
- 1st Global launches first national ad campaign
- Major business-building systems developed, including 1st Global Work Program, Practice Development Index™, Wealth Development Index™
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1997
- 1st Global News, a monthly publication for affiliates, is published for the first time
- A new company logo is created
- Company headquarters move to larger office space
- 1st Global reaches 219 affiliated financial advisors
| 1996
- Advisory board holds first meeting
- Web site is launched, www.1stGlobal.com
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1995
- The first advisor publication, Global Gambits, is produced
- 1st Global marks a major milestone, with 112 affiliated financial advisors
| 1994
- 1st Global’s regional education and networking program expands to nine teams across the country
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1993
- 1st Global grows to 39 affiliated financial advisors
- First educational workshop “WINGS” is held
- The Recipe, a guide to building a successful financial services practice, is published
| 1992
- 1st Global is founded by Stephen A. “Tony” Batman and Jim Ainsworth
- 21 affiliated financial advisors on board
- Company logo is created
- First two Regional Partnership Program (RePP) teams are established
- First National Conference is held in Dallas
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