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1st Global provides the support you need to build a successful wealth management practice. We boast a dedicated team of professionals to provide a variety of solutions for your clients’ wealth management needs and help you grow your wealth management business. The paramount goal of the Wealth Management Services Group is to ensure your success as a financial services professional.
Practice Development
Providing your clients comprehensive wealth management services may necessitate substantial changes to your firm's business practices. Fortunately, as a new 1st Global affiliated firm or financial advisor, you are not alone. The Practice Development Group is dedicated to providing assistance and education for new firms, advisors and their staff joining the 1st Global family during their first year of affiliation.
Our Practice Development specialists:
- Assist in efficiently integrating financial services into your practice
- Provide training on essential practice development tools such as the Practice Development Index™, Work Program for Financial Services and the 1st Global MATRIX&trade - Master Wealth Management Business Development and Management System
- Answer questions as you develop and execute your business plan
- Provide guidance as you prepare to meet with clients about financial services
- Project how your level of activity impacts your earnings using the Financial Forecasting for Wealth Management Services tool
- Assist in selecting marketing materials to market wealth management services to your clients
- Explain how to use the tools and resources available on the Financial Advisor Web site
Transition Services
At 1st Global we take the process of changing affiliations very seriously. That is why we have developed a turnkey process to ensure a smooth transition. From the start you are assigned a personal transition coordinator who can guide you through the entire transition process so you can spend your time focusing on your existing clients.
1st Global’s transition team can:
- Transfer your securities and insurance licenses quickly and efficiently
- Track all paperwork for account transfers
- Introduce you to innovative tools and techniques to help you build your business
Financial Consulting
The Financial Consulting Group is your primary resource for delivering cutting-edge client solutions and adopting business-building best practices. The Financial Consulting Group can help you formulate a business plan and offer perspective on how firms similar to yours have defined realistic goals.
Financial Consulting Group directors provide:
- Investment proposal preparation
- Client meeting guidelines
- Financial planning support
- Client solutions expertise
- Marketing plan assistance
The members of the Financial Consulting Group act as your client solution experts and can play a vital role in empowering your firm to serve more clients, and serve them better.
Advanced Case Design
Wealth management for high net worth individuals and business owners requires advanced strategies and techniques. The Advanced Case Design Group helps your firm by recommending or crafting customized solutions for your high net worth clients in the areas of asset management, tax planning, retirement planning, risk management and estate planning.
This group of experienced, highly trained financial professionals can:
- Design and implement complete wealth management solutions across asset management, income tax planning, estate planning, retirement planning and risk management disciplines for affluent clients and clients with complex financial situations
- Advise and assist on client presentations
The professionals in the Advanced Case Design Group stand ready to help you serve your clients by acting as a liaison between your firm and 1st Global's resource partners for insurance, asset management and retirement plans providers. They are also available to answer any technical questions you may have, help you prepare for client presentations and provide follow up on pending cases.
Annuity and Insurance Planning Support
Insurance services are essential to meeting your clients' wealth management needs. Your clients may require insurance solutions for their business, retirement or estate planning needs. At first glance, insurance may appear to be a complicated area for your firm. The Annuity and Insurance Planning Group's mission is to help your staff understand the variety of insurance solutions and the common client issues they address. With the backing and support of 1st Global's insurance team you need not be an expert in insurance yourself.
1st Global's dedicated Annuity and Insurance Planning Support team is available to assist you with:
- Pre-sales support
- Marketing
- Implementation strategies including:
- Product selection
- Comparisons
- Illustrations
- Quotes
Fixed Income Group
When considering fixed income solutions like corporate or government bonds, tax-exempt bonds, unit investment trusts and mortgage-backed securities, you can rely on 1st Global to help you select from the best available options. The professionals in the Fixed Income Group can:
- Educate you on a broad menu of fixed income securities
- Execute market orders from an extensive inventory within seconds
- Prepare customized portfolios for client presentations
- Create bond ladders and provide ongoing assistance
From the very beginning, with 1st Global as my partner, I have had access to a multitude of sound and practical planning and business-building ideas from fellow CPA advisors and from 1st Global’s in-house Advanced Case Design professionals. Affiliating with 1st Global is like having an office full of quality partners without the overhead!
CPA Representative
Richmond, TX |
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