1. What are the biggest issues facing financial planners today?
Successful wealth management firms have a well-defined value proposition that makes them unique. These firms are challenged to construct their practice in a way that maximizes the time spent demonstrating this value. As clients redefine what they desire from their advisors, the firms that have a well-delineated, systematic and repeatable process to deliver this value consistently and efficiently will be the winners. These firms will effectively leverage resource providers, each with their own specific strengths, to address the changing needs of clients and the integration of new professionals into their practices, spurring future growth.
2. What are you doing to help them?
At 1st Global, we address this challenge using our time-proven practice development strategies for CPA wealth management firms. Specifically, and most recently, we've been responding to this challenge by offering increasingly robust technology solutions to minimize the operational and administrative infrastructure firms are required to build. We also are delivering turnkey marketing strategies and tools, enhancing our already successful coaching programs, delivering a repeatable process for solving the issue of income for life using our Sustainable Income Solutions process, and addressing succession planning through dedicated resources and an integrated consulting solution.
For more than 18 years, 1st Global has helped specially selected, high-achieving CPA, tax and estate planning firms adopt and implement the essential capabilities to provide world-class total wealth management services to both emerging affluent and affluent families.
The firm delivers the required capabilities essential for wealth management excellence: progressive ongoing education, operations excellence, business-building expertise, business risk management, thought leadership and implementation processes.
By adopting and implementing 1st Global's capabilities, firms derive many distinguishing benefits, most importantly the ability to profitably and ethically serve more clients, and to serve them better and more completely, thus enabling those clients to honor the important promises they make.
For more information, e-mail LearnMore@1stGlobal.com, call (800) 959-8461, or visit www.1stglobal.com.
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access