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    5 Factors That Build Incredible Financial Advisor Seminars

    by Mark Stewart May 2, 2023
    written by Mark Stewart

    Financial advisor seminars are an effective avenue to build client relationships and attract new business prospects. Seminars—whether lunch, dinner, or other—allow advisors to showcase their expertise and demonstrate their value to potential clients.

    Seminars provide a platform for financial professionals to educate your clients and prospects about financial topics and strategies. With some practice and utilizing seminar best practices, you have a valuable tool for building your book of business.

    Continue Reading
    May 2, 2023
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  • Marketing + Branding

    It’s All About the Wow: Mastering the Art of Public Speaking

    by FIG Marketing April 27, 2023
    by FIG Marketing April 27, 2023

    With effective public speaking strategies, you can establish yourself as a trustworthy expert and communicate your value proposition with confidence and clarity. Picture this: you’re presenting to a room of potential clients, …

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  • Product R + D

    AG 49-B & Life Insurance Illustrations: What You Need to Know

    by Scott Hall April 20, 2023
    by Scott Hall April 20, 2023

    Updated August 6, 2024, at 3:10 PM Major change is coming in the world of indexed universal life (IUL). In May 2023, the next round of revisions to Actuarial Guideline XLIX (AG …

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FIG Marketing
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