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If you are committed to serving more clients and serving them better, 1st Global can help.
Learn more about 1st Global, our leadership and history
1st Global specializes in helping accounting, legal, and financial professionals build successful wealth management practices. Our mission is to partner with you and your firm to bring world class financial services both to your practice and to your clients.
Professional Focus
As a tax professional or attorney, you are in a unique position to help your clients. It’s vital to align with a partner that understands the trusting relationship you have with your clients. It is also important to align with a partner that understands the complex regulations and cultural issues surrounding the integration of comprehensive financial services into a tax or law firm.
1st Global has over a decade of experience helping tax, accounting and legal professionals build stronger client relationships by providing comprehensive financial solutions.
Product Independence
When you affiliate with 1st Global, you maintain your professional objectivity by offering a vast array of non-proprietary service and product solutions that truly meet the unique needs of your clients. 1st Global believes that independence and objectivity are paramount values for the financial services profession.
What's so important about product independence?
Your clients needs remain your primary focus:
1st Global is not owned by a product company, nor do we limit our affiliates by contracts or compensation incentives. Firms maintain their independence by working with 1st Global, not for 1st Global. They maintain objectivity with the ability to offer a variety of financial solutions to fit any investment goal or need. 1st Global's access to a wide variety of products gives you the independence to choose effective solutions for your clients.
Client Ownership
With 1st Global as your partner, your clients are just that...your clients. We are here to provide the systems, training and support you need to assist your clients with comprehensive wealth management services while you maintain the most critical factor for success in financial services... the client relationship.
What's so important about client ownership?
By owning the relationship with your clients, you have control over the quality of service that your clients receive. A successful wealth management practice is based on building trusting relationships, and 1st Global's goal is to help make those relationships stronger.
Affiliating with 1st Global means that you will always remain the broker of record for your clients, and that only you have access to your clients. When you affiliate with 1st Global, you are the manager of the client relationships you've worked so hard to establish.
Comprehensive Solutions
With 1st Global, you have the freedom to choose the appropriate solutions for your clients without pressure to promote or push proprietary products. We offer everything you need to build a comprehensive wealth management practice, including securities brokerage services, fee-based asset management, insurance services and retirement planning services.
To learn more about 1st Global's Comprehensive Solutions, click here.
Business-Building Expertise
1st Global provides the cutting edge tools and resources you need to successfully build your business and serve your clients. From comprehensive wealth management services support and innovative marketing resources to advanced educational programs, we provide a superior level of comprehensive financial advisor support.
Technology
Technology can both simplify administrative tasks and facilitate access to sources of financial services information. 1st Global is at the forefront in providing technology to help you manage your business efficiently and effectively.
To learn more about 1st Global's Technology, click here.
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