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Business Development

    Business Development

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

    by FIG Marketing December 18, 2023
    written by FIG Marketing

    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 dedicate yourself to setting specific, measurable goals to continue your upward trajectory.

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    December 18, 2023
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  • Business Development

    A Gratuitous Recipe: Tips for Financial Decision-Making and Well-Being [Insights to Use in Client Discussions]

    by FIG Marketing November 21, 2023
    by FIG Marketing November 21, 2023

    Immerse yourself in the spirit of gratitude and reflection and discover how it transforms mindsets, influences decision-making, and becomes the secret ingredient in crafting a sustainable and purposeful financial journey.

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  • Business Development

    AI and Cybersecurity: What Financial Professionals Need to Know

    by Rebecca Pirrie November 1, 2023
    by Rebecca Pirrie November 1, 2023

    Amazon. Equifax. T-mobile. Meta. What do all these big-name corporations have in common? They’ve all fallen victim to data breaches that cost millions of dollars. If it can happen to the largest …

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