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    Business DevelopmentProduct R + D

    Why Financial Advisors Should Use e-Apps [Infographic]

    by Mark Stewart May 13, 2020
    written by Mark Stewart

    Updated April 19, 2024, at 2:19 PM

    Why should you use e-applications (e-apps)? Well for one, they can open a financial professional’s eyes to the ease and simplicity of efficient business solutions in the digital age.

    Using e-apps can drive your business forward while saving you precious time throughout the day. All it takes is 10-15 minutes and your application is ready for approval. Plus, implementing e-apps in your business has never been easier.

    Even if you and your clients have no experience with e-apps, you can be on your way to approved applications in four simple steps.

    Continue Reading
    May 13, 2020
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  • FIG NewsPress

    Press Release: Financial Independence Group/RIA Insurance Solutions Announces Partnership with Fiduciary Exchange (FIDx) to Integrate Insurance Planning & Transactions into Wealth Management Processes

    by FIG Marketing May 7, 2020
    by FIG Marketing May 7, 2020

    Distributed with permission from Envestnet and FIDx BERWYN, Pa., April 14, 2020 — FIDx, the first product-agnostic platform to integrate the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership …

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  • Business Development

    How to Manage & Engage Remote Employees [9 Tips for Remote Work]

    by Mark Stewart March 27, 2020
    by Mark Stewart March 27, 2020

    Updated September 27, 2023, at 10:43 AM If you’ve never had to deal with remote workers before, you’re not alone. COVID-19 jumpstarted the trend, and it’s now here to stay. And although …

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