Learn how 1st Global, a Dallas-based research and consulting firm, uses WE's solutions to help CPA firms drive wealth management business.

1. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
CASE STUDY
PROSPECT INTELLIGENCE AND AUDIENCE DEVELOPMENT FOR FINANCIAL ADVISOR CLIENTS
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.

2. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalprovides greaterthan 400CPAfirmsacrossthe
UnitedStateswiththetoolsandresourcesneededtooffer
wealthmanagementservices. WEhelpstakeoutthe
guesswork.
As a trusted advisor, your
clients expect results.
WE helps you deliver them.

3. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalisaDallas-based
researchandconsultingfirm
helpingCertifiedPublic
Accountants,estateplanning
attorneys,andfinancialadvisors
providewealthmanagement
servicestotheirfirm’sclients.

4. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalhelpstheir
firms:
⟩ Generateawarenessofkey
wealthindicators
⟩ Markettoexistingtaxclientsto
deepenclientrelationshipswith
wealthmanagement
⟩ Introducethemselvesto
potentialnewclients
⟩ Segmentclientlistsforcross-
sellingopportunities
- JUSTIN LIGGITT, DIRECTOR OF CREATIVE SERVICES & BRANDING
1ST GLOBAL
UsingWealthEngine,
we’vecreateda
prospecting program
todirect disciplined
marketingcampaigns
onbehalfofour
affiliatedfirms.
YOURCLIENTSAREN’T
LOOKINGFORYOUTO
TAKEORDERS.
THEY’RE LOOKINGTO
YOUTOTAKETHELEAD.

5. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1stGlobalprovidestimely
resultswiththefollowing
WEsolutions:
⟩ FW8withWEProspectto
createtargetedprospectinglists
foraffiliatedfirms
⟩ BatchExpresstodemonstrate
customizedresearchresultsfor
clientstrategies
YOURLEADLISTISLONG
ANDYOURTIMEIS
SHORT. OPTIMIZETO
CAPTUREMOREHOURS
INTHEDAY.

6. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Wealthisn’talways
obvious. 1stGlobaluses
WEtohelptheirclients
identifylatentwealththat
competitorsaremissing
whenexecutingdirect
mailcampaigns.
SOMETIMESIT’SHARD
TOTELLWHICH
NEIGHBORISTHE
“MILLIONAIRENEXT
DOOR”.
- KRISTINA MANSER, MARKETING & BRAND CONSULTANT
1ST GLOBAL
WealthEngine allows us to
go beyond surface-level
assumptions on wealth. We
don't have to guess
people's wealth based on
the neighborhoods they
live in or the cars they drive
-- we let the numbers show
us who to target.

7. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
REGULATION S-P
COMPLIANCE
RegulationS-P
complianceismandatory.
WEworkswith1stGlobal
toensureanalysisand
datagatheringcomplies
byneverhandling
sensitivedataonbehalf
ofclients. Thistakesthe
strainoffthefirmsso
theycanfocuson
customeracquisitionand
management.
COMPLIANCEISNOT
OPTIONAL.
CUSTOMER
ACQUISITION
1ST GLOBAL

8. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Beforepartneringwith
WealthEngine,direct
marketing campaigns
typically only realized
a 2-5% response rate.
Now?With 1st
Global's strategies
and WE's wealth
intelligence platform,
response rates have
increased up to 7-
10%. what would your
revenue look like with
that kind of impact?
WEDOESN’TSIMPLY
BUILDLISTS. WE
PROVIDES PREDICTIVE
WEALTHINSIGHTSFORA
HIGHERRESPONSERATE.
DIRECT MARKETING
RESPONSE RATE
2-5%BEFORE
AFTER
7-10%

9. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
1st Global is one of many financial
services providers who depend on
WealthEngine to find, engage, and
reach the world’s wealthiest customers.
Are you ready to reach yours?
4330 East West Highway
Bethesda, MD 20814
800.933.4446
info@wealthengine.com
www.wealthengine.com