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Product R + D

    Ways to Get Clients Thinking About Multi-Generational Wealth Planning
    Business DevelopmentProduct R + D

    Ways to Get Clients Thinking About Multi-Generational Wealth Planning

    written by Mark Stewart

    “Shirtsleeves to shirtsleeves in three generations.”

    Wait. What?

    If you’re contemplating what that could mean, let me save you the inevitable Google search.

    It’s an old proverb that describes future generations’ inability to manage and maintain the wealth passed down from previous generations. Another way to look at it, as the matter-of-fact Scottish proverb goes, is this: “The father buys, the son builds, the grandchild sells, and his son begs.”

    Continue Reading
    Ways to Get Clients Thinking About Multi-Generational Wealth Planning was last modified: January 14th, 2021 by Mark Stewart
    January 14, 2021
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  • Product R + D

    2020 Election: What a Biden Presidency May Mean for Client Investments

    by Michelle Panzera December 11, 2020

    With the long-awaited election results in hand, many investors are asking themselves what to expect from the markets with a Biden-Harris administration in the White House. After a decade-long bull run was…

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  • Business DevelopmentProduct R + D

    Why Care Planning is Vital to a Financial Professional’s Business

    by Alecia Barnette November 30, 2020

    Updated November 30, 2020, at 9:10 AM Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt…

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Have you heard our #RetirementInsideOut podcast wi Have you heard our #RetirementInsideOut podcast with @mkitces yet?

We tackle:
- Landing new clients
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- And a possible retirement dilemma?

Tune in now wherever you listen to #podcasts or click the link in our bio! 🔗 
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Join us today in honoring the life and legacy of D Join us today in honoring the life and legacy of Dr. Martin Luther King Jr. #MLKDay
WE. ARE. LAUNCHED.

𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙄𝙣𝙨𝙞𝙙𝙚 𝙊𝙪𝙩 is our all-new podcast that dives deep into thoughtful discussions about how you can meet and exceed the demands of today’s retirement industry.

Listen to our first guest episode with @mkitces today!

𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝗻𝗼𝘄 𝘄𝗵𝗲𝗿𝗲𝘃𝗲𝗿 𝘆𝗼𝘂 𝗹𝗶𝘀𝘁𝗲𝗻 𝘁𝗼 𝗽𝗼𝗱𝗰𝗮𝘀𝘁𝘀! 👇

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Hey, we did it. We got past 2020 together. Here's Hey, we did it. We got past 2020 together.

Here's to fresh starts and a new year! Welcome, 2021. 🤩 🎉  #HappyNewYear
Season's greetings from FIG! We hope you and your Season's greetings from FIG! We hope you and your family have a #MerryChristmas and a happy holiday season! 🎄 ❄️ 🎅
Gobble, gobble, eat 'til you wobble! 😋 🍽️ Gobble, gobble, eat 'til you wobble! 😋 🍽️ 
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We hope you and your family have a safe and healthy Thanksgiving this year! 🦃 #HappyThanksgiving
Our latest Connections magazine has the info and i Our latest Connections magazine has the info and insights you can use to keep your firm growing into 2021 and beyond. Head to FIGMarketing.com/Blog now to read!
Want to take advantage of all #ContentMarketing ha Want to take advantage of all #ContentMarketing has to offer your business, but too busy to write it yourself? Contact your private client group or head to the FIG Agent Portal to learn about our all-new 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝘾𝙤𝙣𝙩𝙚𝙣𝙩 𝙋𝙖𝙘𝙠𝙖𝙜𝙚𝙨 𝙛𝙤𝙧 𝙇𝙚𝙖𝙙 𝘾𝙖𝙥𝙩𝙪𝙧𝙚!
Let's celebrate the brave men and women who served Let's celebrate the brave men and women who served in the armed forces. Thank you, veterans! 🇺🇸 #HappyVeteransDay
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