1st Global is a CPA firm growth consultant that helps CPA, tax, and estate planning firms adopt wealth management services to provide sustainable growth strategies. 1st Global provides world-class research, practice consulting, business development processes, and innovative technology to deliver total wealth management capabilities. More than 1,000 professionals have affiliated with 1st Global, making it the largest independently owned financial services partner for accounting and tax firms. 1st Global is committed to adhering to high ethical standards and excellence in customer service, having received the DALBAR Award for Service Excellence six times for delivering superior service.

1. SUSTAINABLE GROWTH STRATEGIES FOR LEADING CPA FIRMS
The dedication of the 1st
Global organization — from
top to bottom — reminds
me again and again why I
chose them as my financial
services partner: Never
satisfied with the status quo,
they are constantly finding
ways to upgrade and expand
their menu of services, their
technology and their people.
Jeff Watson, CPA/PFS, CFP™
WealthCare Financial Group, LLC
Indianapolis
WHO IS
1st GLOBAL?
CPA FIRM GROWTH CONSULTANTS™
1st Global was founded in 1992 by CPAs who believe that Using these tools, CPA firms can profitably and ethically
accounting and tax professionals are uniquely qualified to serve more clients, serve them better and more completely,
add value to their existing client relationships by offering enabling those clients to honor the important promises they
holistic, comprehensive wealth management services. At make to loved ones.
the same time, wealth management provides an exceptional
growth strategy for CPA firms. 1st Global is committed to adhering to the highest ethical
standards. We are uniquely qualified to support your firm
Our mission is to help CPA, tax and estate planning firms as it designs and implements the financial solutions your
adopt and implement the essential capabilities to provide clients need. Currently, more than 1,000 professionals have
total wealth management services to both emerging affluent chosen to affiliate with 1st Global, making 1st Global the
and affluent families. We deliver the wealth management largest independently owned financial services partner for
capabilities required for sustainable growth: world-class accounting and tax firms.
research, practice consulting, exceptional business
development processes and innovative technology.

2. WHO IS 1st GLOBAL?
LEADING CPA FIRMS CHOOSE 1st GLOBAL FOR Our affiliated advisors enthusiastically endorse 1st Global’s
SERVICE EXCELLENCE customer service, and we are honored to have received
the DALBAR Award for Service Excellence six times in
Excellence in operations and customer service is imperative
the last decade. The DALBAR Service Award symbolizes
in today’s financial services marketplace. The ability to
1st Global’s delivery of the highest level of service to its
deliver efficient and superior service is a key differentiator
Financial Advisors within the financial services industry. It
for quality-minded CPA, estate planning and financial
is awarded to firms that exceed industry expectations in
consulting firms when choosing a business development
key areas. According to DALBAR, winners of this award can
partner and turnkey asset manager.
confidently consider themselves leaders within the financial
services industry.
Our ongoing commitment to first-rate service is a firm-wide
passion. We take special pride in providing the best possible
Our own high standards support 1st Global’s position of
support to our firms, allowing them to focus on what they do
leadership in the financial services industry as well as
best — helping their clients make and honor promises.
reinforce our dedication to innovation, efficiency and service
excellence. Our goal is to help more people get the right
advice from the best wealth management firms.
Phone: (800) 959-8461
E-mail: LearnMore@1stGlobal.com
www.1stGlobal.com
BDSALES-W1G-2012-V12
For Use With Prospective Consulting Clients Only – Not For Use With The Public
8150 N. Central Expressway | Suite 500 | Dallas, TX 75206 | www.1stGlobal.com
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Investment advisory services offered through 1st Global Advisors Inc.