Client Seminars

You can showcase your professional services to your clients and prospects through seminars. 1st Global offers a customizable client seminar designed exclusively for 1st Global Financial Advisors.

Live Your Dreams

Live Your Dreams

The Live Your Dreams brochure promotes the benefits of working with a financial advisor affiliated with 1st Global, including how we are charged with the duty to solve our clients’ financial challenges and help them realize their dreams. And, how we use the Method 10™ process to do this. It also includes a space for you to add a personalized firm profile, which can include information specific to your firm as well as a statement of your commitment to comprehensive wealth management.


Sustainable Income for Life Workshop

SIS Workshop

Now more than ever before, Americans need guidance on how to plan for retirement. Showcase your expertise as a retirement income specialist and introduce your clients to the five-step process that can help them achieve sustainable income for life. During this client workshop, you will help clients and prospects:

  • Begin to define their unique visions of retirement;
  • Recognize and become conscious of the changing retirement landscape and the eight risks to retirement; and
  • Understand the five-step Sustainable Income Solutions™ process and how this process can help mitigate their retirement risks.
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Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.