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    Marketing + Branding

    Email Marketing for Financial Advisors: 9 Easy Tips to Increase Your Conversions

    by FIG Marketing June 15, 2022
    written by FIG Marketing

    Financial advisors who use email marketing can build more profound, trustworthy relationships through valuable education and lead nurturing.

    We’ve seen partnered advisors generate over 30 new appointments and over $2 million in new assets under management (AUM) from a single, five-part email campaign that drives prospects to register for a webinar.

    But what if your emails aren’t consistently bringing in new business? Instead of getting prospects and clients to engage with you, what if you’re making them indifferent to your services?

    Continue Reading
    June 15, 2022
    6 FacebookTwitterPinterestEmail
  • Product R + D

    Solving for Aviation Risk & Premium Finance [Case Study]

    by TJ Whalen April 28, 2022
    by TJ Whalen April 28, 2022

    Updated September 7, 2023, at 3:05 PM This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk. Read the full case …

    13 FacebookTwitterPinterestEmail
  • Product R + D

    Fixed Index-Linked Annuities Can Be a Safe Harbor

    by Bobby Samuelson January 6, 2022
    by Bobby Samuelson January 6, 2022

    Updated September 7, 2023, at 2:59 PM Ever since the advent of fixed indexed annuities (FIAs), there’s been speculation about whether or not the product category should be a security or a …

    15 FacebookTwitterPinterestEmail
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