Tips and discussion on how to grow your business and better serve your clients.

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10 Tips on Optimizing Your LinkedIn Profile and Achieving All-Star Status

by Tynecia Martin, MBA, LUTCF, FSS

Channel Marketing and Branding Specialist, 1st Global

Online networking can be easy as long as you know what to focus on and how to optimize your profile to rise to the top of searches. Optimization with LinkedIn, like on many other sites, focuses on key words. The more key words you have throughout your profile, the higher the probability you’ll be found…

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The Value of a Seasonal Approach

by Bill Snyder, CFP®, CEP™, CRPC™

Practice Consultant, 1st Global

There has been much discussion surrounding the right approach to serving clients and much debate regarding the frequency of meeting with clients. Many financial advisors reason that their high-net-worth clients prefer meeting only one or two times a year because the advisors have difficulty scheduling more frequent meetings with them. Yes, they are busy people,…

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Use Information Security to Recruit and Retain Clients

by Greg Wilson

Head of Information Security, 1st Global

Due to the rising dangers of information and identify theft that are more prevalent than ever with the current advancements in technology, a key component of recruiting clients and retaining the clients you already have is assuring them that their information is safe with your firm. To provide potential clients with the comfort that working…

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CPA Firms of All Sizes Are Struggling with This Challenge

by Jordan Andreola

Director, Business Development, 1st Global

Small partnerships and large multi-partner CPA firms may have more in common than you think. According to a recent survey conducted by the AICPA Private Company Practice Section (PCPS), four distinct segments of public accounting firms have identified the same issue as their number one business concern: finding qualified staff. Although a challenge for many…

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Creating a Consistent, Exceptional Client Experience

by Nate Biddick, CFP®

AVP, Consulting, 1st Global

When a CPA firm incorporates wealth management into its business, there are many changes that will be necessary in order for the firm to successfully function and provide the highest quality service experience to its clients. However, there is one thing that should remain constant — putting clients first in the client experience. As organizations…

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Focus on Finding Your Ideal Client

by Nate Biddick, CFP®

AVP, Consulting, 1st Global

For many CPA wealth managers, it can be tempting to want to take on as many clients as possible in order to maximize their firms’ revenue potential. However, not all clients are suitable for your firm, and sometimes it’s necessary to turn potential clients down. Creating an ideal client profile is a critical first step…

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Webinar on Demand: Simple Tips for Unlocking Your Extraordinary Productivity

by Cindy Scott, CFP®

Manager, 1st Global Wealth Management Academy

Many business leaders find their career accomplishments don’t feel like they always dreamed — stress, anxiety and the constant feeling of trying to catch up weigh heavily upon them and overshadow the feeling of achievement. They often work more hours than planned and feel buried alive by work. This free, one-hour webinar offers you proven…

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Five Simple Steps to Creating a Professional LinkedIn Profile

by Ryan George

Director of Communications, 1st Global

It’s not an option — professionals from all industries must have active LinkedIn profiles these days. Whether you are a CPA, financial advisor or wealth management assistant, this is the first place your peers and your clients go for information about you. To start, just keep it simple. While there are more than 3,000 books…

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Four Guidelines for Creating Engaging Videos

by Desiree Damon

Multimedia Specialist, 1st Global

If a picture is worth a thousand words, what do you think a video is worth? According to Dr. James McQuivey of Forrester Research, it’s worth about 1.8 million words. 1   If your firm isn’t using online videos to reach out to potential clients, you’re missing out on valuable opportunities to capture their attention…

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Schwartz: The Way We’re Working Isn’t Working

by Ryan George

Director of Communications, 1st Global

Tony Schwartz is the CEO and founder of The Energy Project, which helps companies fuel sustainable high performance by better meeting the needs of their employees. He recently taught 1st Global advisors some ways to inject much energy into their daily routines at the 2015 Eagles Executive Forum in Charleston, South Carolina. Before he took…

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