Press Releases

Survey Shows 90 Percent of 1st Global Affiliates Are Satisfied with Service, Support and Partnership

Jun 3, 2017

DALLAS--(BUSINESS WIRE)--1st Global, an independent wealth management partner to exceptional CPA firms, announced the results of its most recent Voice of the Advisor survey today. Survey data from the company’s affiliated CPA wealth management firms shows high marks for financial advisor satisfaction, partnership and retention.

“Service excellence, powered by intensive primary research, is the foundation for providing exceptional partnership and support to our affiliated firms,” 1st Global President David Knoch said. “With today’s financial services landscape changing so rapidly, relevant and timely feedback from our clients is critical.”

The Voice of the Advisor survey was created in 2013 to gather essential information from 1st Global affiliated firms. In addition to collecting insights on advisor and wealth management assistant satisfaction with the many areas of 1st Global, the survey provides an opportunity to uncover the specific challenges of CPA wealth management firms and what the vision is for the future of their firms.

1st Global also received high marks in another critical element, the net promoter score (NPS). NPS measures the willingness of customers to recommend a company's products or services to others. In the most recent survey, 1st Global received a net promoter score of 52. This is an above-average score for the broker/investments (45) and life insurance (31) industries and places 1st Global among some of the most revered brands in America.

1st Global has created a special infographic detailing the most recent findings. Click here to view the infographic.

“Advisor feedback is a critical element to 1st Global providing our partners with the necessary tools, education and resources they need to run high-achieving wealth management enterprises,” 1st Global Head of Market Research Marc Alley said. “But the value of the survey isn’t just about data or a high advisor satisfaction score. The Voice of the Advisor survey provides us with an intentional process to gather feedback and then close the loop. All of our departments are committed to following up with each of our firms, and this kind of accountability is what makes 1st Global different and is key for us to continue providing exceptional service to our advisors.”

For more information on 1st Global, visit the company’s website at www.1stGlobal.com.

About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

About the Voice of the Advisor Survey

Voice of the Advisor is a semiannual survey distributed to all 1st Global affiliates. The survey provides valuable information used to measure our success in delivering exceptional service and support to our affiliated advisors. Data presented was gathered during the Winter 2017 edition, conducted in January 2017. A total of 137 wealth management assistants and 213 financial advisors participated.

Securities are offered through 1st Global Capital Corp., which is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.

Contacts

KCD PR
Kelly Gardner, 619-831-8379
kgardner@kcdpr.com

 


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