One of the core beliefs of 1st Global is that thought leadership is critical to CPA firm growth and success. The firms that affiliate with 1st Global rely upon the progressive ongoing education that is derived from the primary research we perform on the accounting and financial services industries. The following articles have been published in leading accounting and investment journals. We encourage you to weigh in on the articles and interviews posted here. We want to hear your voice!

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CPA Firms of All Sizes Are Struggling with This Challenge

By: Jordan Andreola
Director, Business Development

Mar 21, 2016

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.  (more)

Practice Makes Permanent

By: Natalie Merrill
Senior Marketing Communications Writer

Mar 16, 2016

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.  (more)

8 Signs Your Computer Has Been Hacked

By: Greg Wilson
Head of Information Security

Feb 16, 2016

While the latest advancements in technology have made life more convenient for a vast majority of individuals in our society, they’ve also led to the increase of the abilities of hackers to compromise others’ computers, creating not only nuisances but also burdensome incidents of financial and identity thefts.  (more)

Creating a Consistent, Exceptional Client Experience

By: Nate Biddick
AVP, Consulting

Jan 8, 2016

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.  (more)

What It Takes to Be Business Brilliant

By: Natalie Merrill
Senior Marketing Communications Writer

Jan 5, 2016

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.  (more)

Fight Back Uncertainty with Your First Principles

By: Tony Batman
Chairman and CEO

Dec 16, 2015

The future is uncertain. While that is a reality all business owners, wealth managers and financial planners live with, creating processes, skills and capabilities to manage uncertainty and the ensuing anxiety is often what separates the great sustainable wealth enterprises from the marginal ones. During periods of severe market turbulence, it’s very important to remain steadfastly loyal to your principle beliefs.  (more)

Webinar on Demand: Simple Tips for Unlocking Your Extraordinary Productivity

By: Cindy Scott
National Director, Leadership Academy

Dec 16, 2015

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. This free, one-hour webinar offers you proven techniques to help increase your productivity and provide you with the focus and direction to help you reach your career aspirations.  (more)

The Lasting Legacy of Harry Markowitz

By: 1st Global

Dec 15, 2015

In October 2015, many of the most accomplished and revered people in finance gathered in San Diego to celebrate the 25th anniversary of Harry M. Markowitz, Ph.D. receiving the Nobel Prize in Economic Sciences. On the eve of this celebration, Markowitz sat down with 1st Global Chairman and CEO Tony Batman for an enlightened discussion of finance, Modern Portfolio Theory, philosophy, the game of life and the business “a-ha” moments.  (more)

Five Simple Steps to Creating a Professional LinkedIn Profile

By: Ryan George
Director of Communications

Dec 15, 2015

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.  (more)

Preparing a Risk-Ready Retirement Portfolio

By: Natalie Merrill
Senior Marketing Communications Writer

Oct 27, 2015

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.  (more)

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