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    Business Development

    Financial Planning for Women: Navigating the Gaps

    by FIG Marketing January 28, 2021
    written by FIG Marketing

    Women have made—and continue to make—strides in the quest for true equality.

    Women have come a long way, but the climb is still uphill as gaps remain across social and economic paths. Understanding these gaps and learning to navigate them is an essential task for financial professionals. Especially when it comes to managing wealth for their women clients.

    Let’s take a look at some of the prevalent gaps between women and men when assessing financial planning for women clients.

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    January 28, 2021
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  • Uncategorized

    How to Prevent Identity Theft: Actions You Can Take

    by Mark Stewart January 21, 2021
    by Mark Stewart January 21, 2021

    Updated March 22, 2024, at 10:08 AM 33%. It’s not the percentage chance of leaving the office early on a Friday. Or winning a weeklong vacation to Barbados. Or even the Carolina …

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  • Business DevelopmentProduct R + D

    How to Talk to Clients About Multi-Generational Wealth Planning

    by Mark Stewart January 14, 2021
    by Mark Stewart January 14, 2021

    Updated March 13, 2025, at 11:49 AM “Shirtsleeves to shirtsleeves in three generations.” Wait. What?

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