Purk
Advisors, LLC, headquartered Saint Louis 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 Purk Advisors
for achieving Diamond Eagle status. We admire Purk Advisors’ commitment to
serving its clients through comprehensive financial advice, and congratulate Purk
Advisors on its continued growth and success.
Amid
a flurry of bad news that seems to fill our airwaves, news feeds 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. 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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