In The News

1st Global’s Jeff Magson Featured in Financial Advisor IQ Article

May 3, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson recently contributed his thoughts regarding service models being the key differentiator for financial advisors in Bob Curtis’ article “Advisors and Firms Must Now Adapt to Survive” on Financial Advisor IQ.

Magson said the most effective way to serve a client is to begin with a solid financial plan and then implement a service model that lets the client track progress and revisit his or her goals.

Read the article.

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