FIG Marketing – Page 84 – Your framework for tomorrow's financial landscape.

Cybersecurity: Tips for Protecting Client Data

by Surge Business Consulting February 7, 2019

written by Surge Business Consulting

Updated October 14, 2024, at 3:01 PM

Cybersecurity is more about your risk tolerance.

Your clients’ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, Facebook, and Google thrive because of the data you allow them to collect, both by consent and unknowingly through your interactions. That’s why it’s important to follow these cybersecurity tips for protecting client data.

February 7, 2019

Marketing + Branding
Integrated Marketing Plans for Financial Advisors: 5 Key Steps [Infographic]

by Mark Stewart January 23, 2019

by Mark Stewart January 23, 2019

Updated on September 6, 2023, at 7:21 AM Developing integrated marketing plans for advisors isn’t always easy. It’s a challenge to find the right mix of media, budget, and coordination to pull …

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Marketing + Branding
Content Marketing for Advisors: How to Promote One Piece of Content

by Mark Stewart January 17, 2019

by Mark Stewart January 17, 2019

Updated March 6, 2025, at 11:31 AM Content marketing generates over three times as many leads as traditional marketing. And it costs 62% less. Talk about a big whoop (no, really, it …

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Cybersecurity: Tips for Protecting Client Data

Cybersecurity is more about your risk tolerance.

Integrated Marketing Plans for Financial Advisors: 5 Key Steps [Infographic]

Content Marketing for Advisors: How to Promote One Piece of Content