8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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LearnMore@1stGlobal.com
(800) 959-8461

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 Business Model Options
  Does 1st Global offer the same level of support to a small firm that it would offer to a large firm affiliate?
  What are the options for implementation of financial services at 1st Global?
 Client Ownership
  What's so important about client ownership?
  Why wouldn't I choose to affiliate with one of the major financial services companies that have a program for CPAs?
 Getting Started - the technical details
  How are client investments protected?
  I have my securities licenses with another broker/dealer. Is it possible for me to affiliate with 1st Global and still conduct business through my current broker/dealer?
  Should I establish my own Registered Investment Adviser entity?
  What do I need to do to affiliate with 1st Global?
  What insurance products and support are offered through 1st Global?
  What is an RIA, and what does it allow me to do?
  Why do I have to take the Series 66 Exam?
  Why should I get an insurance license?
  Why should I get a Series 7 license if I am only going to offer mutual funds?
 Maintaining Product Independence & Objectivity
  As a financial advisor, how does product independence help me in my business?
  What's so important about independence & objectivity?
 Technology
  What are 1st Global's technology requirements for advisors in the field?
  What can you tell me about financial planning software?
  What online tools does 1st Global offer its advisors?
  What types of services does 1st Global offer to improve its advisors' online presence?
 Total Systems for Financial Services
  What is the Practice Development Index™?
  What systems does 1st Global have for developing my financial services business?
  What tools does 1st Global have for marketing total wealth management services?
  What types of training and support does 1st Global provide?
  What's so important about having a Best Practices Program for Financial Services?
 Wealth Management
  How does a true wealth management firm better serve clients?


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