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One of the core beliefs of 1st Global is that thought leadership is critical to CPA firm growth and success. The firms that affiliate with 1st Global rely upon the progressive ongoing education that is derived from the primary research we perform on the accounting and financial services industries. The following articles have been published in leading accounting and investment journals. We encourage you to weigh in on the articles and interviews posted here. We want to hear your voice!

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Top 9 Reasons to Send Your Young CPAs to E.D.G.E. 2015

By: AICPA

Jul 30, 2015

Why should you send your young CPAs to the E.D.G.E. Conference? Here are our top 9 reasons.  (more)

How Client Feedback Makes Us Better

By: 1st Global

Jul 30, 2015

Without feedback, it’s impossible to improve and understand the needs of our clients and partners. At 1st Global, we solicit feedback twice a year through our proprietary survey, appropriately named the “Voice of the Advisor.”  (more)

HeimLantz Financial Advisors: An Overnight Success More Than a Decade in the Making

By: Jack Fehr

Jul 30, 2015

Kathie Sulick, CPA, PFS, accompanied a group from HeimLantz Financial Advisors to the stage on the concluding night of the 2014 1st Global National Conference to accept a Three Diamond Eagle Award. Little did Sulick, a partner of the firm, know that she would return to the same stage for another round of recognition.  (more)

Tax Season by the Numbers

By: 1st Global

Jun 4, 2015

The home office team at 1st Global supports our CPA financial advisors in so many ways during the busy Tax Season that it’s hard to quantify. Here’s a glimpse of home office successes in support of our affiliated firms during the 2015 Tax Season.  (more)

The Two C’s of Branding: Connection and Consistency

By: Justin Liggitt
Director of Brand Consulting

Jun 4, 2015

Connection and consistency are critical in branding. Let's explore the best practices of how professional services firms use the concepts of connection and consistency to adopt more effective logo design.  (more)

Making Benchmarks More Personal

By: Wendy Matheny, CIMA®, MBA
IMS Regional Director

Jun 4, 2015

Goals are the milestones that navigate us through our personal, professional and financial lives. Goals motivate us to focus on progression, the future and keep us on track when unexpected events and opportunities inevitably arise.  (more)

Are Your Clients and Prospects Connected with Your Firm’s Purpose?

By: Justin Liggitt
Director of Brand Consulting

Apr 7, 2015

Firms that are able to meaningfully and concisely vocalize their “why,” develop a deeper purpose for why they exist. Ultimately, these firms are able to leverage their reputation as a service brand to deliver an experience that translates into a unique client relationship.  (more)

5 Questions Clients May Have About Alternative Investments

By: Victor Soto, CFA, FRM, CAIA
Portfolio Manager, Investment Management Research Group

Mar 9, 2015

Here are some common questions investors may have when considering liquid or less-liquid alternative investments.  (more)

What Type of Assistant is Right for Your Firm?

By: Betsy Abney
Director, Wealth Management Assistant Education

Feb 19, 2015

The right wealth management assistant can often hold the key to success for a wealth management firm. Finding the right assistant to play this role at your firm doesn’t have to be a daunting task. By identifying the skills and qualities your firm is looking for early on, you can pinpoint the perfect fit for your firm, creating a better experience for both you and the assistant.  (more)

Financial Planning: A Philosophy for Living

By: Tony Batman
Chairman and CEO

Feb 16, 2015

Personal financial planning is many important things. Recently, my wife Vicki and I sat down to discuss the powerful role financial planning plays in our lives and how it truly is a philosophy for living.  (more)

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