(Cleveland, OH) – The Wealth Center at Meaden & Moore, headquartered in Cleveland, OH was recognized for its outstanding achievements at 1st Global’s annual National Conference, November 10-12, 2013, at the Omni Hotel in Dallas, Texas.
“Diamond Eagle firms set the standard of excellence in our business,” says 1st Global founder and CEO Tony Batman. “Their success in achieving Diamond Eagle status is a testament to creating meaningful outcomes for the individuals, families and businesses these firms serve.”
With an agenda that challenged attendees to “envision” what the future of their firm will be, the three-day event featured speeches, presentations and panel discussions from dynamic innovators, successful executives and bestselling authors such as Peter Sheahan, founder and CEO of ChangeLabs™; Stephen Shapiro, author and business innovation consultant; Vikram Mansharamani, Yale professor and author of Boombustology; and Mark C. Thompson, CEO of Virgin Unite Mentors.
Also speaking from the main stage were Batman, 1st Global President and Chief Operating Officer David Knoch, and Carl George, the former CEO of CliftonLarsonAllen and member of 1st Global’s strategic advisory council. The event also featured a panel of young investors, moderated by Bloomberg Television Correspondent Alix Steel.
“The message of this conference was very clear – we all must start to envision what we want our legacy to be,” says Knoch. “More importantly, we must embrace the changing demographics and shifting dynamics of the financial planning industry in order to chase down those opportunities that lie ahead.”
1st Global is proud to celebrate The Wealth Center at Meaden & Moore for achieving 3-Diamond Eagle status and serving their clients at such a high level of excellence. With The Wealth Center at Meaden & Moore’s continued growth and success, 1st Global knows the practice will help its clients honor important promises they have made to not just themselves, but also their loved ones and build sustainable, significant futures.
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. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at 1stGlobal.com
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