In The News

1st Global Executive Vice President and Client Experience Officer Jeff Magson Provides Commentary Regarding Financial Planning Advice for Financial Advisor Magazine

Feb 21, 2017

In the recent Financial Advisor magazine article “Growth Opportunities Can Appear When Re-Examining Financial Advice, Plans,” 1st Global Executive Vice President and Client Experience Officer Jeff Magson shared his belief that financial planning is the cornerstone to a successful financial advisory business.

Magson pointed out that, in light of the proposed DOL rule, there’s an opportunity for advisors to provide better service to their clients as advisors revisit their clients’ goals and continue to work toward those goals.

Read the article.

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