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Marketing + Branding

    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?”

    Continue Reading
    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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  • Marketing + Branding

    Increasing Social Media Engagement for Financial Advisors [11 Quick Tips for Building Connections]

    by FIG Marketing January 4, 2024
    by FIG Marketing January 4, 2024

    Updated February 21, 2024, at 3:39 PM In the fast-paced world of financial advisory, connecting with clients is more crucial than ever. Social media can be the turbocharged engine propelling financial advisors …

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