Business Builders

1st Global’s Wealth Management Academy® provides marketing and business-building ideas that you can incorporate into your practice. Through our ongoing Web-based series of Business Builders, you can gather a variety of action-oriented tips, from how to define your wealth management practice to the best questions to use with clients on specific Method 10™ elements, and much, much more.

Implementing just a few of these business builder ideas can dramatically enhance the effectiveness of your financial services message and increase the range of solutions your clients can expect from your practice.