FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
    vector image of financial advisor checking off list of client appreciation program
    Business DevelopmentMarketing + Branding

    12 Habits That Build a Killer Client Appreciation Program

    by Sheryl Theisen August 30, 2021
    written by Sheryl Theisen

    Updated September 7, 2023, at 2:45 PM

    In business, continued success and growth result from developing personal relationships and strong communication with your clients.

    To become a leader in the financial industry, you need to engage on a more personal level. This habit enables you to understand each person’s needs for maintaining their legacy and allowing them the freedom to reap the rewards of their hard work.

    Continue Reading
    August 30, 2021
    12 FacebookTwitterPinterestEmail
  • FIG NewsPress

    PRESS RELEASE: Barnabas Capital Announces Head of Structured Products

    by FIG Marketing August 24, 2021
    by FIG Marketing August 24, 2021

    Part of FIG’s Family of Companies, the wholesale broker-dealer hired Josh Lewis to educate and provide sales support to financial professionals on structured products Cornelius, NC – August 24, 2021 – Financial Independence Group, LLC …

    8 FacebookTwitterPinterestEmail
  • Business DevelopmentMarketing + Branding

    6 Tips to Help Financial Advisors Connect With Millennials

    by Mark Stewart August 23, 2021
    by Mark Stewart August 23, 2021

    Updated September 25, 2023, at3:56 PM As a member of the millennial generation, I’ll call it as I see it: millennial investors require special care from financial advisors. Sure, my generation can …

    11 FacebookTwitterPinterestEmail
  • 1
  • …
  • 39
  • 40
  • 41
  • 42
  • 43
  • …
  • 110

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