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    Business Development

    Michael Kitces Podcast Summary: Embrace Self-Advocacy in Financial Planning

    by FIG Marketing April 29, 2021
    written by FIG Marketing

    When we first launched the Retirement Inside Out podcast, we set a mission to create more thoughtful discussions in our industry to help financial professionals meet and exceed today’s retirement industry demands.

    So when we had the opportunity to sit down for an episode with financial planning expert Michael Kitces from Nerd’s Eye View and Kitces.com (among many other accolades), we were dazzled by his viewpoints on topics like prospecting and capturing new clients and the focus in today’s fast-changing financial world.

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    April 29, 2021
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  • Product R + D

    8 Common Investment Mistakes to Avoid

    by FIG Marketing April 8, 2021
    by FIG Marketing April 8, 2021

    Updated September 7, 2023, at 11:40 AM The decade between 2009 to 2019 marked a ten-year market bull run. It was almost felt like investment mistakes disappeared for a while. What felt …

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  • Product R + D

    Modified Endowment Contracts: Setting Up a Personal Pot of Gold

    by FIG Marketing March 10, 2021
    by FIG Marketing March 10, 2021

    Updated September 6, 2023, at 9:51 PM Finding the right financial solution for clients can be difficult, especially when we’re talking about emergency savings. On the one hand, they need some liquidity. …

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FIG Marketing
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