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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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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)

Four Guidelines for Creating Engaging Videos

By: Desiree Damon
Multimedia Specialist

Oct 27, 2015

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.  (more)

Cashen: Why We Should Relax and Find Humor in Life

By: Ryan George
Director of Communications

Oct 27, 2015

Cashen, who was inducted into the National Speakers Association CPAE Speaker Hall of Fame®, specializes in inspiring new ideas, handling conflict, minimizing stress and energizing employees—topics she addressed at the 1st Global 2015 Eagles Executive Forum in Charleston, S.C.  (more)

Volatility Doesn’t Equal Loss — Unless You Sell

By: Paul Blease

Oct 27, 2015

One of the core principles that all successful long-term investors must exercise on a regular basis is the principle of courage. Without courage, you will achieve nothing in life worth having, personally or professionally. Volatility is the market’s way of testing your level of commitment and courage.  (more)

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