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    The AI Revolution: How New Technology is Reshaping Financial Planning & Insurance

    by FIG Marketing April 15, 2025
    written by FIG Marketing

    It wasn’t long ago when the words “artificial intelligence (AI)” were only associated with movies of sentient robots taking over the world. This was before most of us had any personal experience with AI in our daily lives; before the 2022 launch of ChatGPT catapulted AI to the top of headlines.

    Today, AI is impacting almost every industry in some capacity.

    Whether you’re excited about AI’s potential or sick of the media buzz, it doesn’t change that AI has arrived in the financial advisory landscape and is here to stay. The question is: How will you embrace it?

    Continue Reading
    April 15, 2025
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  • Product R + D

    5 Philanthropic Giving Strategies for High-Net-Worth Clients

    by FIG Marketing April 9, 2025
    by FIG Marketing April 9, 2025

    Philanthropic giving for high-net-worth clients is integral to wealth strategies, but many times it can be overlooked. Here’s why philanthropy matters to HNW clients.

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  • Business Development

    Engaging HENRYs: Strategies for the Next Generation of HNW Clients

    by FIG Marketing April 2, 2025
    by FIG Marketing April 2, 2025

    HENRYs, or high earners, not rich yet, are a key demographic for financial advisors. Here’s how you can engage them before it’s too late.

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