Since its inception in 1992, 1st Global has been developing and refining the systems, tools and processes for building successful financial services businesses inside of accounting firms. We have the experience to know what works and what doesn't, and we have evolved this experience to work successfully inside legal and financial planning firms as well.
All of that experience is wrapped up into the 1st Global MATRIX™, which serves as the core of our business philosophy for training, support and business development. The success of any business depends on four main areas - operations, administration, marketing and sales.
The 1st Global MATRIX™ guides our affiliates through all four of these crucial areas to lead them to a successful financial services business. It includes the following essential tools:
Best Practices Program for Financial Services - A step-by-step guide for setting up a new business and reinforcing an existing one. The work program includes all four crucial elements of business development.
Practice Development Index™ - An administrative tool for measuring your company's success in implementing the four crucial elements. Sales and Marketing Systems - In addition to helping you to raise client awareness of your financial business, we have developed in depth systems for conducting client meetings, raising our advisors' awareness of their clients' needs, strengthening relationships and selling through those relationships. The systems are detailed even to the point of showing you the right way to arrange your office for the best results. |
