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  August 31, 2011

Nate Biddick,
director of practice development
1st Global
This issue of the monthly AccountingWEB Wealth Management newsletter contains timely information about opportunities for enhancing the services offered to clients by your firm.

In Peer2Peer, Jeff Neher, champion partner of CNC Financial Group, LLC, an affiliate of Cordell, Neher & Company, a premier accounting firm in Wenatchee, WA, discusses how the firm's evolution started with a decision to take charge of providing for its clients' financial futures and has grown into a successful, client-centric wealth management firm.

From The Wealth Management Academy® provides practical tips for creating a purposeful client experience for turbulent times.

The Landscape names six possible obstacles to providing wealth management services in addition to accounting and tax preparation services—and a solution which allows all firm members to act within their strengths.

In addition to reading these articles, be sure to sign up to attend one of the Growth Strategy Forums presented by Rick Telberg and sponsored by AccountingWEB. Click here to receive your complimentary registration.
Peer2Peer is your source for case studies and best practices in wealth management coming directly from your colleagues. With experienced advice from your peers within the tax profession, you can glean business-building strategies and tactics to enhance the wealth management services your firm provides or seeks to embrace. Leverage the knowledge of industry leaders to carve your own path to success with Peer2Peer.
The Evolution of a CPA Firm into a Wealth Management Firm: A CPA's Perspective

Jeff Neher,
champion partner
of CNC Financial Group, LLC
Jeff Neher, champion partner of CNC Financial Group, LLC, an affiliate of Cordell, Neher & Company, a premier accounting firm in Wenatchee, WA, discusses the firm's evolution into a client-centric wealth management firm. Read More...
Welcome to The Landscape, a monthly feature article that provides insights into the wealth management industry from a tax-centric point of view. With the economic and tax landscape constantly shifting, CPA and tax firms have a unique opportunity to change how their clients view and manage their economic futures more efficiently and effectively. Keeping an eye on The Landscape can help you navigate the road to wealth management success.
Filling the Void

Al Prentice,
vice president,
strategic firm development
1st Global
The financial services crisis of 2008-2009 resulted in the loss of more than a thousand financial advisors and dozens of traditional financial services firms, and it caused tremendous turmoil in the remaining survivors. How do you fill that void given the many constraints facing the typical ensemble (multi-partner) CPA firm today? Read More...
The 1st Global Wealth Management Academy® offers three distinct educational platforms for tax-centric wealth management firms, each possessing its own advantages: classroom-based education, Web-based instruction and self-study. As part of 1st Global’s commitment to progressive, ongoing education, the Wealth Management Academy® provides the opportunity to attain the knowledge, skills and habits necessary to become a highly successful wealth management firm. From The Wealth Management Academy® brings the academy to you in monthly installments.
At the Controls

Nate Biddick,
director of practice development
1st Global
As a recent flight prepared to take off, the captain spoke over the loudspeakers, "Ladies and gentlemen, we are all set to take off but I'm afraid we are being delayed by technical problems." Immediate concerns popped to mind first about how safe the flight would be and if I'd ever see my family again, then irritation at perhaps being late for the afternoon appointment that was the reason for the flight. Read More...
About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients.

1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 500 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201. Additional information about 1st Global is available via the Internet at www.1stGlobal.com
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