Learn valuable lessons in leadership and motivating others to improve your business.

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Preparing for the Future of the CPA Profession

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

At the 1st Global National Conference 2015, Carl Peterson, CPA, vice president of small firms at the American Institute of CPAs (AICPA), provided his thoughts and findings concerning the challenges and opportunities accounting professionals are facing today. As an advocate for small firms and representative for CPAs, Peterson was able to bring insight regarding how…

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Applying Extreme Practices Leads to Extreme Winning

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

Individuals involved in professional sports know what it takes to win and what it feels like to lose. But you don’t have to be an athlete to apply practical winning strategies to your life and your career. At 1st Global’s 2015 National Conference, “Success by Design,” Pat Williams, motivational speaker, basketball Hall of Famer and…

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Practice Makes Permanent

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

Many situations in life, particularly those involving financial decisions, require an individual to be able to make decisions that could have significant lasting impacts. While decisions are frequently made instinctively on an emotional basis, there’s a more effective means by which to make the many choices you do. At the 1st Global National Conference 2015,…

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What It Takes to Be Business Brilliant

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

While many people believe they must be talented at everything they attempt in life in order to be truly successful, research has proven that this is not a reality. At 1st Global National Conference 2015, Lewis Schiff, author of Business Brilliant: Surprising Lessons from the Greatest Self-Made Business Icons and executive director of Inc. Business…

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Preparing a Risk-Ready Retirement Portfolio

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

There are many different risks an individual will face in life, but when it comes to those factors that affect a person’s money, there are some important considerations one must make. How secure your wealth is during your retirement is something that should concern you, as it could highly impact your quality of living. The…

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Cashen: Why We Should Relax and Find Humor in Life

by Ryan George

Director of Communications, 1st Global

Christine Cashen is a certified speaking professional, member of the National Speakers Association and the author of “THE GOOD STUFF: Quips & Tips on Life, Love, Work and Happiness.” Cashen, who was inducted into the National Speakers Association CPAE Speaker Hall of Fame®, specializes in inspiring new ideas, handling conflict, minimizing stress and energizing employees—topics…

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Finding Meaning in a Capitalistic World

by Ryan George

Director of Communications, 1st Global

While many businesses focus solely on money and often define success by monetary measures, a new way of thinking is gaining momentum and changing the way many companies function. The idea of Conscious Capitalism is making its way into more and more boardrooms with the idea of creating a greater commitment to truth and leading meaningful lives.

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Successful Leading through Building Relationships

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

There are constant opportunities for individuals to step into leadership roles and make lasting connections with others, particularly in the financial services industry. The abilities of younger generations are becoming more apparent, thus furthering the need to ensure they are using their skills in the best possible ways.

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Why Technology Will Not Replace True Financial Planners

by Tony Batman

Chairman and Chief Executive Officer, 1st Global

As society continues to become more and more innovative, the threat of technological advances often feels detrimental to the roles of various individuals in the workforce. However, as financial planners, you can be assured that your role is not only beneficial for your clients but also extremely imperative. One cannot be in the wealth management…

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How Client Feedback Makes Us Better

by 1st Global

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.” By gathering this important feedback, we are able to provide the excellent service our affiliated firms deserve. The Winter 2015 edition…

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