FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
    Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    written by J. Wesley Knowles

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand how customer service and interaction impacts the takeaway.

    This was not my first trip to the Disney Resort in Orlando, Florida. I received a Disney World Annual Pass as a birthday present in 2002. I became a repeat and loyal patron of the resort and would travel from Charlotte to Orlando at least three times per year for the thirteen years I kept the membership going. A kid at heart, I enjoy themed attractions, especially immersive experiences and thrill rides. That was the first enticement, the second was Disney’s commitment to unrivaled customer service. I had not realized how much it meant to my personal travel experience until it failed.

    Continue Reading
    June 15, 2017
    9 FacebookTwitterPinterestEmail
  • Product R + D

    5 Common Types of Life Insurance to Know

    by Chris Kite June 5, 2017
    by Chris Kite June 5, 2017

    Updated May 8, 2024, at 4:25 PM A recent study asked consumers to rate the importance of various factors when purchasing life insurance. Having a product that is “easy to understand” received …

    8 FacebookTwitterPinterestEmail
  • Business Development

    Replacement Model Regulation

    by Paul Van Ginhoven May 30, 2017
    by Paul Van Ginhoven May 30, 2017

    This month’s Compliance Corner blog entry will focus on a topic that regulators are consistently concerned about: replacements of annuity contracts. Replacements, also referred to by some as exchanges or switches, occurs …

    9 FacebookTwitterPinterestEmail
  • 1
  • …
  • 98
  • 99
  • 100
  • 101
  • 102
  • …
  • 109

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

© 2025 Financial Independence Group, LLC. All Rights Reserved.


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