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Product R + D

    Product R + D

    Social Security: How to Grow Your Practice Around the Advice Clients Need Most

    by Sheryl Theisen August 17, 2023
    written by Sheryl Theisen

    A client’s financial well-being consists of various products, strategies, and goals pulled together with a financial professional’s help. There are taxes to consider, estate plans to review, investments to monitor, retirement plans to uncover, and even decisions regarding lazy money.

    One financial topic not to overlook is Social Security’s impact on a person’s retirement plans and how to ensure it’ll work in their favor.

    Continue Reading
    August 17, 2023
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  • Product R + D

    Next-Gen Wealth: 7 Things You Should Be Doing Now

    by Rebecca Pirrie July 10, 2023
    by Rebecca Pirrie July 10, 2023

    Updated March 20, 2025, at 2:03 PM The Great Wealth Transfer is underway. This means opportunity for financial professionals…or missed opportunity for those who aren’t proactive now. By 2045, an estimated $84 …

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  • Business DevelopmentProduct R + D

    5 Reasons to Use a Wealth Management Fintech Platform

    by Mark Stewart June 27, 2023
    by Mark Stewart June 27, 2023

    Updated September 8, 2023, at 9:40 AM Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, …

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FIG Marketing
  • Product R + D
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