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Business Development

    Business DevelopmentMarketing + Branding

    7 Tips to Help You Master the Art of Securing Clients

    by FIG Marketing February 21, 2024
    written by FIG Marketing

    Master the art of securing clients with these 7 top tips: make stellar first impressions, forge lasting relationships, and confidently secure new clients after the first appointment.

    Imagine this: It’s a bright Monday morning, and you’re gearing up for an exciting meeting with a potential client. As you sip your coffee, an email arrives, brimming with anticipation for the upcoming discussion. You may ask yourself, “How do I put my best foot forward and secure the client as my own?”

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    February 21, 2024
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  • Business DevelopmentMarketing + Branding

    Lead Generation Strategies for Financial Advisors: 9 Appointment-Setting Tips

    by FIG Marketing January 24, 2024
    by FIG Marketing January 24, 2024

    In the ever-evolving world of finance, setting appointments is a crucial aspect of building a successful practice. Let’s explore the components of proven strategies that help you fill up your schedule with …

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  • Business Development

    2024 New Year’s Resolutions for Financial Planners [7 Top Tips]

    by FIG Marketing December 18, 2023
    by FIG Marketing December 18, 2023

    Updated February 21, 2024, at 4:05 PM What are your 2024 financial New Year’s resolutions? If you’re a financial advisor, it’s time to reflect on your growth over the past year and …

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