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    2024 New Year’s Resolutions for Financial Planners [7 Top Tips]

    by FIG Marketing December 18, 2023
    written by FIG Marketing

    Updated February 21, 2024, at 4:05 PM

    What are your 2024 financial New Year’s resolutions? If you’re a financial advisor, it’s time to reflect on your growth over the past year and dedicate yourself to setting specific, measurable goals to continue your upward trajectory.

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    December 18, 2023
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  • Business Growth

    AI and Cybersecurity: What Financial Professionals Need to Know

    by Rebecca Pirrie November 1, 2023
    by Rebecca Pirrie November 1, 2023

    Amazon. Equifax. T-mobile. Meta. What do all these big-name corporations have in common? They’ve all fallen victim to data breaches that cost millions of dollars. If it can happen to the largest …

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  • Products + Planning

    Next-Gen Wealth: 7 Things You Should Be Doing Now

    by Rebecca Pirrie July 10, 2023
    by Rebecca Pirrie July 10, 2023

    Updated March 20, 2025, at 2:03 PM The Great Wealth Transfer is underway. This means opportunity for financial professionals…or missed opportunity for those who aren’t proactive now. By 2045, an estimated $84 …

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FIG Marketing
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  • Business Growth
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