Think about your clients' experience in working with the financial services industry. Often, they have been given a patchwork of event-related advice and have ended up with a series of conflicting transactions that have failed to consider their overall, long-term financial goals. Our wealth management firms have demonstrated an incredible ability to add value to their clients' lives by understanding their complete financial picture. 1st Global has codified this picture into 10 areas of planning, called our Method 10™, that every client needs to address:
Method 10™
- Tax Planning
- Investment Planning
- Retirement Planning
- Income Protection & Asset Preservation
- Insurance
- Estate Planning
- Business Planning
- Education Planning
- Debt Management
- Special Situations
For many clients, and maybe you too, this may seem like a task too large to tackle. 1st Global's affiliate firms have found great success by utilizing our support team and taking an incremental approach with their clients. Indeed, most of your wealth management clients would have a hard time learning about all of these areas at once. However, by employing 1st Global's consultative approach, advisors have consistently demonstrated the ability to implement comprehensive solutions with their clients. |
