1st Global affiliates have the flexibility to follow the path to financial services that is right for them. You could choose to build your business by training your firm's partners to do it all... or, qualifying larger firms may choose full-service support that puts a trained 1st Global professional advisor in the firm to work alongside the firm's partners. The first choice is called the Independent Advisors program, and the second is Business Management Services.
With either choice your clients are your clients. Adding financial services builds an extra dimension into your client relationships. You have worked hard to build strong, trusting relationships. You deserve to maintain those relationships and to continue to earn your clients' trust in every new service you provide.
If you have one or more partners in your firm who are able to devote the time and resources to building your financial services business, the Independent Advisors option might be right for you. If, on the other hand, you prefer to have 1st Global do more of the work to get you running with financial services faster and your firm fits the profile, you may be able to choose the full-service option with Business Management Services (BMS). Think of this choice as an "in sourcing" solution whereby 1st Global provides all the necessary factors for production (professional advisor, proven systems, management, administrative and compliance support), on their nickel, while sharing a percentage of the variable revenue stream from the business.
