Multigenerational Planning for Your Clients and Your Business

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
August 21, 2018
For CPA financial planners, it’s not only important for their clients to build a multigenerational plan for the entire family—it’s important for their business as well. CPA financial planners Lyle and Chris Benson recently spoke about multigenerational planning with 1st...Read more »

What do Investors Really Want in a Financial Professional?

Marc Alley, Head of Market Research
August 15, 2018
The economy is always moving forward, home prices are up and unemployment is at its lowest in decades, yet Americans still worry about topics like whether they’ve saved enough for retirement and how to predict how much they will need...Read more »

Expanding a Thriving Tax Practice

1st Global
August 14, 2018
1st Global President David Knoch sat down with Scott Powell of Arrow Advisory and Jody Padar of The Radical CPA at the AICPA Engage conference in Las Vegas to discuss growth strategies for successful CPA wealth management enterprises. They discussed...Read more »

Don’t Overlook the Importance of Password Protection

Greg Wilson, Head of Information Security
August 8, 2018
Because of the growing concern of hacking and fraudulent schemes in the technology we use every day, the importance of password protection is something all businesses — and all individuals — should understand and apply. There are multiple tactics businesses...Read more »

CPA Firms Need More than Good Relationships to Grow: A Journey to Wealth Management

Shelley Yates, Communications Senior Advisor
August 7, 2018
During the AICPA conference in June, 1st Global’s David Knoch and Ryan George had the opportunity to sit down with Jody Padar, CEO and principal of New Vision CPA Group and author of “ From Success to Significance: The Radical...Read more »

CPAs Discuss Adding Wealth Management Services

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Branding Specialist
July 31, 2018
Debi and Kevin Edwards from Creason-Edwards Cimarolli sat down with 1st Global’s Ryan George, assistant vice president of marketing and communications, and Jody Padar from The Radical CPA at the AICPA Engage conference in Las Vegas to discuss their journey...Read more »

Building a Successful CPA Wealth Management Practice

1st Global
July 27, 2018
1st Global’s Ryan George, assistant vice president of marketing and communications, recently sat down with Bob Rounsfull from Rounsfull Financial Group and Jody Padar from The Radical CPA at the AICPA Engage conference in Las Vegas to discuss building a...Read more »

Top 10 Ways to Avoid Becoming Phishing Bait

Greg Wilson, Head of Information Security
July 24, 2018
A common, growing problem in the technology world is phishing, which is a tactic used by cybercriminals to try to obtain financial or other confidential information from unsuspecting individuals. This is typically done through email messages or phone calls with...Read more »

CPAs Talk Marketing for Wealth Management Firms

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Branding Specialist
July 18, 2018
Recently, 1st Global’s Ryan George, assistant vice president of marketing and communications, sat down with Sean Storck and Steven Pollock from Reason Financial , and Jody Padar from The Radical CPA at the AICPA Engage conference in Las Vegas to...Read more »

How Your Emotions Affect the Stock Market

1st Global
July 5, 2018
The stock market affects how investors feel. Surprisingly, the reverse is true as well — human emotions affect the stock market. On a public scale, national mood and emotions affect the market as a whole. In fact, studies show that...Read more »

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What Do Investors Really Want?

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About CPA Wealth Enterprise

CPA Wealth Enterprise is a monthly newsletter dedicated to educating and informing readers about developments, trends and insights regarding comprehensive wealth management. Written by experienced consultants and practitioners, CPA Wealth Enterprise is specifically tailored to a CPA audience that understands that wealth management is an ethical, service-based business. It provides important information on improving client satisfaction, building your business and improving your wealth management skills.