| 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 [Close]
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
 Financial Consulting
Advanced Case Design
Annuity and Insurance Planning Support
Fixed Income Group
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 |
|
