1st Global Honors The Wealth Center at Meaden & Moore
The Wealth Center at Meaden & Moore, headquartered in Cleveland, OH was recognized for its outstanding achievements at 1st Global’s annual National Conference, November 19‐21, 2014, at the Omni Hotel in Nashville, Tennessee.
“Diamond Eagle firms set the standard of excellence in our business by creating meaningful outcomes for the individuals, families and businesses these firms serve,” says 1st Global founder and CEO Tony Batman. “Diamond Eagle firms are more than successful – they are significant because of the dedication of their people to this noble purpose.”
1st Global is proud to celebrate the Wealth Center at Meaden & Moore for achieving Four Diamond Eagle status. We admire The Wealth Center at Meaden & Moore’s commitment to serving its clients through comprehensive financial advice, and congratulate The Wealth Center at Meaden & Moore on its continued growth and success.
Amid a flurry of bad news that seems to fill our airwaves, newsfeeds and inboxes, this year’s agenda called on attendees to see The Big Picture – Economic Optimism in the Global Mosaic. To deliver this important message, 1st Global gathered an acclaimed and dynamic group of bestselling authors, innovators, businesspeople, geopolitical strategists, CPA chief executive officers and sharp‐wit economists to describe their “Big Picture.”
These speakers included Steven Kotler, co‐author of Abundance: The Future is Better Than You Think and author of The Rise of Superman; The Economista, Marci Rossell; Peter Zeihan, author of The Accidental Superpower; and four‐star general and American hero Gen. Tommy Franks (Ret.). In addition, Batman led a lively roundtable discussion on the future of CPAs and the accounting profession with Carl George, CPA, former CEO of CliftonLarsonAllen and member of 1st Global’s strategic advisory council, and Greg Anton, CPA, chairman and chief executive officer of Anton Collins Mitchell, LLP. The latter also gave a spirited overview of America’s fiscal responsibility and the role CPAs can play in balancing our country’s budget.
Another conference highlight was a vivacious conversation on economic principles and applying them to America’s current state with Dr. Arthur B. Laffer and senior lecturer in economics at Vanderbilt University Stephen Buckles, which was moderated by Daniel Gross. 1st Global President and Chief Operating Officer David Knoch also spoke from the main stage, introducing the audience to the power of Conscious Capitalism.
“We’re living in a world that is healthier, smarter, safer and wealthier than ever before – that’s the important message we want our financial advisors and wealth management assistants to take home to their clients,” says Knoch. “By stepping back and looking at the ‘Big Picture,’ clients and financial advisors will be better positioned to identify opportunities on the horizon.”
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 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 400 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.
The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Suite 1200 in Dallas, Texas, 75251; 214‐294‐5000. Additional information about 1st Global is available via the Internet at 1stGlobal.com.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Management Solutions (“IMS”) Platform fee based asset management accounts are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Meaden & Moore Financial Services, Ltd. Meaden & Moore Financial Services, Ltd. is not affiliated with 1st Global Capital Corp.
© 2014 1st Global