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    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
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  • Business Development

    5 Facts & 5 Thoughts on Market Volatility [What to Know to Address Its Impacts]

    by Mark Stewart July 13, 2023
    by Mark Stewart July 13, 2023

    “Market volatility is like someone riding up an escalator playing with a yo-yo. The yo-yo goes up and down like the stock market. But it doesn’t prevent the yo-yo from eventually reaching …

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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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FIG Marketing
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