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 »
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 »
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 »
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 »
Shelley Yates, Communications Senior Advisor
June 26, 2018
My dad may be the one with all the licenses and designations, and I may be the one that can explain technical financial services jargon in plain English, but my mom is the one who taught both of us the...Read more »
Shelley Yates, Communications Senior Advisor
June 25, 2018
In America, women control 51 percent, or $14 trillion, of the personal wealth accumulated nationwide, and that figure is expected to increase to $22 trillion within two years . However, only 35 percent of college-educated women report feeling comfortable investing...Read more »
Shelley Yates, Communications Senior Advisor
June 20, 2018
Being a successful CPA requires high attention to detail, foresight and a deep understanding of the symbiotic relationship between taxes and investments – and so does being a financial advisor. Maybe that is why employment of personal financial advisors is...Read more »
1st Global
June 20, 2018
You probably have a running (and maybe even growing) list of tasks to get your house in order for the summer. It may be filled with small items that piled up over the winter months or big home-improvement projects to...Read more »
Emily Porro
June 19, 2018
On Tuesday, 1st Global representatives had the opportunity to sit down with several CPA industry influencers to learn about the trends and forces shaping the future of the profession. The interviews were led by Jody Padar, CEO and principal of...Read more »
Emily James, CMP, Director of Events
June 4, 2018
There’s no question about it: live events provide a unique platform to create unforgettable experiences that establish connections, generate new ideas and ultimately provide attendees with a valuable opportunity to form in-person connections in an increasingly digital world. The question...Read more »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is 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.