Client-ready Tools to Improve Your Client Communications

During times of uncertainty, it’s important for CPAs and financial advisors to balance expertise, experience and guidance to serve as trusted sources of information for their clients. At 1st Global, we provide our affiliated CPA firms with a number of client-ready tools to help keep their clients focused on long-term investing and planning that can improve their clients’ understanding of investment concepts and keep their focus on the roads ahead.

This client-ready toolkit contains the pieces listed below.

  1. Growth of $1: Balancing Risk and Return
  2. Retirement Plan Maximum Benefit and Contribution Limits
  3. The Behavioral Effect on Investor Returns (1997–2016)
  4. Riding Out the Drawdowns Can Be a Wild Ride
  5. Providing Perspective on Equity Returns (1825–2016)
  6. The Stabilizing Power of Diversification (2007–2016)
  7. The Financial Effects of Winding Down a $4.5 Trillion Balance Sheet
  8. Perspectives (1st Global’s quarterly client newsletter) — third quarter 2017

These materials are examples of how 1st Global helps its affiliated firms serve more clients and serve them better.


Fill in the form below to download a free Client Communications Toolkit.

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1st Global

12750 Merit Dr., Ste. 1200   |   Dallas, TX 75251
800-959-8461   |   |

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.