FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community
Category:

Marketing + Branding

    Marketing + Branding

    Dinner Seminar Best Practices for Financial Advisors

    by FIG Marketing July 27, 2023
    written by FIG Marketing

    Updated October 18, 2024, at 2:12 PM

    Dinner seminars for financial advisors have long been a successful marketing technique used by financial professionals across the country. And while we must embrace certain digital and virtual options to attract prospects, in-person events are still necessary to appeal to those who prefer to learn and buy in a more traditional way.

    Let’s dive into some dinner seminar FAQs, planning timelines to adhere to, and other best practices for your dinner seminars that can drive more attendees and land new business.

    Continue Reading
    July 27, 2023
    22 FacebookTwitterPinterestEmail
  • Business DevelopmentMarketing + Branding

    Attracting & Managing High Net Worth Clients [Infographic]

    by Mark Stewart June 2, 2023
    by Mark Stewart June 2, 2023

    Updated July 22, 2024 at 4:14 PM Attracting high net worth clients and managing high net worth clients are two different games in wealth management, but there are three main themes that …

    2 FacebookTwitterPinterestEmail
  • Marketing + Branding

    5 Factors That Build Incredible Financial Advisor Seminars

    by Mark Stewart May 2, 2023
    by Mark Stewart May 2, 2023

    Financial advisor seminars are an effective avenue to build client relationships and attract new business prospects. Seminars—whether lunch, dinner, or other—allow advisors to showcase their expertise and demonstrate their value to potential …

    0 FacebookTwitterPinterestEmail
  • 1
  • …
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • 25

Subscribe To Stay Updated

Sign up to get notified of new posts.


Thank you for subscribing!

  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube
  • Spotify
Footer Logo

(800) 527-1155
FIGMarketing.com
Empowering Financial Professionals™

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2026 Financial Independence Group, LLC. All Rights Reserved.


Back To Top
FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community