Here is the five-step process for engaging 1st Global in a Wealth Management Feasibility Analysis and Consultation
Contact 1st Global ConsultingCall 1st Global at 800-959-8461 or email LearnMore@1stGlobal.com
Participate in a Qualification Interview1st Global consultants will go through a series of questions with you to determine whether your firm will benefit from this feasibility analysis and consultation.
Fact-Finding and Information Gathering ProcessThrough a series of questionnaires and interviews, 1st Global will gather the information required to prepare the analysis.
1st Global Prepares Your Firm's Feasibility AnalysisAll data and findings are strictly confidential.
1st Global Presents Findings1st Global will present the findings of the embedded potential your firm has as a wealth management practice. This report and on-site consultation will illustrate how you can maximize a wealth management enterprise through optimal client services, processes, structure, techniques and financial metrics.