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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Why Technology Will Not Replace True Financial Planners

By: Tony Batman
Chairman and CEO

Aug 27, 2015

As society continues to become more and more innovative, the threat of technological advances often feels detrimental to the roles of various individuals in the workforce. However, as financial planners, you can be assured that your role is not only beneficial for your clients but also extremely imperative.  (more)

Hacked! What to Do When You Fall Victim to an Email Breach

By: Greg Wilson
Head of Information Security, 1st Global

Jul 30, 2015

It seems as if every day there’s another headline regarding a breach in email security, personal information leaking or a successful hacking. Unfortunately, these actions do not discriminate. They have targeted some of the largest, most reputable companies and been successful.  (more)

Why All Generations Should Practice Wise Financial Planning

By: Natalie Merrill
Senior Marketing Communications Writer, 1st Global

Jul 30, 2015

With each new generation comes an even stronger need for family members to understand the importance of legacy—a discussion many of them have likely not had. This establishes a growing necessity for financial professionals who can be trusted to guide these individuals in making wise decisions when it comes to how they invest their money and what they will be leaving behind.  (more)

Top 9 Reasons to Send Your Young CPAs to E.D.G.E. 2015


Jul 30, 2015

Why should you send your young CPAs to the E.D.G.E. Conference? Here are our top 9 reasons.  (more)

How Client Feedback Makes Us Better

By: 1st Global

Jul 30, 2015

Without feedback, it’s impossible to improve and understand the needs of our clients and partners. At 1st Global, we solicit feedback twice a year through our proprietary survey, appropriately named the “Voice of the Advisor.”  (more)

HeimLantz Financial Advisors: An Overnight Success More Than a Decade in the Making

By: Jack Fehr

Jul 30, 2015

Kathie Sulick, CPA, PFS, accompanied a group from HeimLantz Financial Advisors to the stage on the concluding night of the 2014 1st Global National Conference to accept a Three Diamond Eagle Award. Little did Sulick, a partner of the firm, know that she would return to the same stage for another round of recognition.  (more)

Tax Season by the Numbers

By: 1st Global

Jun 4, 2015

The home office team at 1st Global supports our CPA financial advisors in so many ways during the busy Tax Season that it’s hard to quantify. Here’s a glimpse of home office successes in support of our affiliated firms during the 2015 Tax Season.  (more)

The Two C’s of Branding: Connection and Consistency

By: Justin Liggitt
Director of Brand Consulting

Jun 4, 2015

Connection and consistency are critical in branding. Let's explore the best practices of how professional services firms use the concepts of connection and consistency to adopt more effective logo design.  (more)

Making Benchmarks More Personal

By: Wendy Matheny, CIMA®, MBA
IMS Regional Director

Jun 4, 2015

Goals are the milestones that navigate us through our personal, professional and financial lives. Goals motivate us to focus on progression, the future and keep us on track when unexpected events and opportunities inevitably arise.  (more)

Are Your Clients and Prospects Connected with Your Firm’s Purpose?

By: Justin Liggitt
Director of Brand Consulting

Apr 7, 2015

Firms that are able to meaningfully and concisely vocalize their “why,” develop a deeper purpose for why they exist. Ultimately, these firms are able to leverage their reputation as a service brand to deliver an experience that translates into a unique client relationship.  (more)

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