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1st Global Honored with Financial Planning Award of Excellence DALLAS - January 18, 2007 - 1st Global, the business development and resource partner of choice to hundreds of leading wealth management firms, received the 2006 Financial Planning Award of Excellence from CPA Wealth Provider magazine for the fourth consecutive year. This award symbolizes 1st Global's commitment to leadership in the financial services industry, as well as its dedication to innovation, efficiency and service excellence. "We are honored to be named one of the top broker/dealers by CPA Wealth Provider magazine again in 2006," said 1st Global CEO Tony Batman. "We are acknowledged as an industry leader for providing world-class support to wealth management professionals through practice management support, innovative tools and cutting-edge technology. We strive to be the best wealth management partner for financial professionals who are committed to helping their clients with comprehensive financial services." 1st Global was recognized for excellence and innovation in several key areas, including the publication of the MATRIX™, Third Edition. The MATRIX™, Third Edition, is a textbook containing information on the four cornerstones of a successful wealth management practice: Administration, Operations, Sales and Marketing. The MATRIX™, Third Edition, also contains valuable information on 1st Global's Method 10™, the 10 distinct areas of wealth management in a client's financial plan. In addition to the MATRIX™, Third Edition, 1st Global has launched the Online MATRIX™, which combines all the information included in the textbook with the convenience and accessibility of the Internet. 1st Global was also recognized for its Insurance Boot Camps in 2006. These boot camps are designed to provide affiliated advisors with a forum in which they can explore and discuss the entire insurance process from discovery to implementation. CPA Wealth Provider also commended 1st Global CEO Stephen A. "Tony" Batman's leadership and critical role in the success of the Financial Services Institute (FSI), the professional advocacy group for independent broker/dealers and the financial advisors they serve.
About 1st Global 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 600 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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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC |
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