1st Global is committed to giving you the proven tools needed to successfully grow your business and serve your clients. From regional training programs to extensive Web-based learning resources and expert financial consulting, 1st Global provides a superior level of comprehensive financial advisor support.
MATRIX™ - Master Wealth Management Business Development System
1st Global's proprietary system provides you with all the fundamentals you need to develop a true comprehensive wealth management practice based on a systematic process and method. This definitive manuscript, representing years of experience in building wealth management practices within professional services firms, is the road map for 1st Global's education and support systems. The MATRIX™ system creates best practices programs and tools classified into the four distinct components of any successful business: administration, operations, marketing, and sales.
Administration assists with measuring your activity and results against your business plan, licensing, business entity setup, record keeping, compliance, and managing the processes within your firm.
Operations activities involve procedural systems for delivering financial engagements and implementation of financial plans in a world-class manner. All forms and applications, client disclosure documents, checklists for handling accounts, and compliance and operations manuals provide guidance on operational activities.
Marketing systems raise client awareness of your services and help drive client appointments for you. 1st Global has developed a number of proven marketing tools and systems, from direct mail programs and seminars to consultations on the decor of your office.
Sales systems minimize the sales cycle time for implementation of the advice you give. Our sales systems are based on proven fact-finding tools and engagement measurement applications that help you guide your clients' financial decisions. Sales tools include software, data gathering tools, the TOPS system, Method 10™, the 1040 Analyzer, and the 1040 Implementer.
Wealth Development Index™
The Family Wealth Development Index™ (FWDI) and the Business Wealth Development Index™ (BWDI) are software programs designed to help a financial advisor measure the degree to which a client has addressed the many facets of holistic wealth management for their personal or business interests. Each of the 1st Global MATRIX™ areas of a comprehensive wealth management plan, named Method 10™, are addressed in the FWDI:
| 1. Income Tax Planning |
6. Estate Planning |
| 2. Investment Planning |
7. Business Planning |
| 3. Retirement Planning |
8. Education Planning |
| 4. Disability Income Protection |
9. Debt Management |
| 5. Asset Protection |
10. Special Situations | |
