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    Marketing + Branding

    Using Webinars to Attract and Convert More Financial Planning Clients

    by FIG Marketing July 9, 2026
    written by FIG Marketing

    When you think of webinars, what comes to mind?

    Charts and graphs? Small text packed on a slide that’s far too small to fit all that language? Maybe the totally unnecessary animations that take away from the content?

    Truthfully, those generic, information-overload presentations simply don’t cut it like they used to.

    They’re too broad. Too scripted. Too much like every other presentation someone half-listens to while going through their emails.

    But here’s a secret: The advisors getting the best results from webinars aren’t necessarily the ones pulling in the biggest crowds. They’re the ones using webinars to start real conversations with the right people.

    Continue Reading
    July 9, 2026
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  • Products + Planning

    The Financial Advisor’s 2026 Tax Planning Guide: 7 Core Conversations

    by FIG Marketing February 4, 2026
    by FIG Marketing February 4, 2026

    Tax planning is no longer optional. Learn the seven most important tax planning conversations advisors should be having in 2026—covering income, estate, retirement, and legacy planning.

    5 FacebookTwitterPinterestEmail
  • Products + Planning

    The New $15 Million Era: How OBBBA Rewrites Estate Planning Strategies

    by FIG Marketing September 25, 2025
    by FIG Marketing September 25, 2025

    Updated February 17, 2026, at 11:19 AM Estate planning strategies just got a little more certain. For now. The One Big Beautiful Bill Act (OBBBA) that passed in July 2025, cements a …

    2 FacebookTwitterPinterestEmail
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