1st Global Partners with The Radical CPA to Broadcast Live from AICPA Engage Event on June 13

Special interviews on forces shaping the personal financial planning industry

DALLAS--()--1st Global, an independent wealth management partner to exceptional CPA firms, is partnering with Jody Padar, Liz Gold and The Radical CPA to broadcast live from the exhibit hall floor at the AICPA Engage event on Tuesday, June 13. Throughout the day, Padar, Gold and 1st Global leaders will conduct interviews with keynote speakers, industry thought leaders and key individuals on important trends, issues and forces shaping the personal financial planning industry.

“The accounting and financial services industry is experiencing its greatest period of change in history, and we’re excited to partner with Liz and Jody to engage in passionate discussions with industry leaders on the trends shaping our world as we know it,” 1st Global President David Knoch said.

These are topics such as marketing, the DOL Conflict of Interest Rule, fee diversification, structuring your practice for success, effectively leveraging partnerships to fuel growth and how to succeed during a period of rapid change.

The list of acclaimed guest interviews includes those listed below.

  • Michael Kitces, publisher of Kitces.com and partner at Pinnacle Advisory Group
  • Bob Veres, editor and publisher of Inside Information
  • Lyle Benson, president and founder of L.K. Benson & Company and past chairman of the AICPA PFP Division Executive Committee
  • Peter Zeihan, geopolitical expert and author of “The Absent Superpower
  • Jennifer Wilson, co-founder and partner of ConvergenceCoaching, LLC
  • Scott Wayne, founder of The Frontier Project

In addition, the broadcast will feature a number of interviews with affiliated 1st Global advisors and thought leaders.

Padar, an affiliate of 1st Global through New Vision CPA Group, is one of the accounting profession’s foremost visionaries and is no stranger to change and disruption. As the author of “The Radical CPA: New Rules for the Future-Ready Firm,” she has strongly advocated for innovation within the CPA profession and championed a new way of thinking about the practice of accountancy and giving it new purpose.

“I am thrilled to talk about all of the radical changes happening in the financial planning space,” Padar said. “CPAs have an awesome opportunity to get involved and really help their customers as well as redefine what a CPA’s practice will look like in the future. It’s a very exciting time.”

Gold is the founder and CEO of Rhino Girl Media, a digital marketing and creative services company that works with accounting firms and small businesses on missions to advance and evolve. She was a former senior editor of Accounting Today and has been published for nearly 20 years as both a journalist and copywriter. Gold has spent the last decade writing about best practices, the business of accounting, talent and workplace culture, art and innovation, and creative entrepreneurs.

Listeners can tune in to this special broadcast through the VoiceAmerica platform or watch via video stream on the AICPA Engage event’s Facebook live feed throughout the day on June 13. Replays of the day’s interviews will be available on the “Let’s Get Radical” show page as well as on iTunes, TuneIn and Stitcher following the event.

To access the live broadcast, visit https://www.voiceamerica.com/show/2559/lets-get-radical.

For more information on 1st Global, visit the company’s website at www.1stGlobal.com.

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 is a research and consulting partner that provides CPA, tax and estate planning firms with 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. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

About the “Let’s Get Radical” Podcast

“Let’s Get Radical” is not your typical business radio show. With hosts Jody Padar and Liz Gold, you get tips and tricks, strategies and guidance, and straight talk on how to get more radical with your practices and policies and reap the rewards. They interview those who have done it and are learning to do it now, and they talk about how business is changing and operating from the mindset of abundance. The podcast is broadcast live every Tuesday at 8 a.m. Pacific Time on the VoiceAmerica Business Channel.

Click here to learn more about the “Let’s Get Radical” podcast.

Securities are offered through 1st Global Capital Corp., which is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.


Kelly Gardner, 619-831-8379

Release Summary

1st Global is partnering with Jody Padar, Liz Gold and The Radical CPA to broadcast live from the exhibit hall floor at the AICPA Engage event on 6/13.


Kelly Gardner, 619-831-8379