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Wealth Management Leadership

1st Global offers everything your firm needs to be the single, indispensable wealth management advisor to your clients. We train, support and guide your firm through every step, from integrating financial services into your practice to providing essential tools and information to supplying the marketing resources needed to retain and grow your client base. Align with 1st Global, and open the door to a first-tier wealth management business. Yours.


METHOD 10® is a philosophy, which describes the 10 key areas of comprehensive financial services.

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It begins here, with a dedicated team of professionals whose mission is to ensure your firm’s success as a wealth management advisor. The Practice Development Group enables your firm to execute your business plan and access our resources. The Financial Consulting Group shows your firm how to deliver unmatched client services. The Advanced Case Design Group helps your firm design tailored solutions for high net worth clients. The Annuity and Insurance Planning Group acts as your firm's insurance solutions experts. And the Capital Markets Group gives your firm the best choices for your clients’ fixed income securities.

Technology Services

Wealth management advisors are only as good as their tools. Our Financial Advisor Web site provides advisors a secure portal to the 1st Global world of wealth management resources, information and services. Up-to-the-minute market information, news, business-building tools, forms, reporting tools, advisor support services, product information and 1st Global’s cutting-edge investment planning application: all these are at your firm's fingertips. And all the expertise your firm needs to make the most profitable use of them is at your service.

Marketing Services

Marketing is the first step in building a successful financial services practice. Through effective marketing and constant communication, your firm creates awareness among your clients of the myriad of wealth management services that your firm provides. 1st Global offers a comprehensive marketing calendar as well as a variety of marketing materials available to use with your clients to help grow your business.