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"life insurance"

    Marketing + Branding

    It’s All About the Wow: Mastering the Art of Public Speaking

    by FIG Marketing April 27, 2023
    written by FIG Marketing

    With effective public speaking strategies, you can establish yourself as a trustworthy expert and communicate your value proposition with confidence and clarity.

    Picture this: you’re presenting to a room of potential clients, but instead of captivating their attention, you’re putting them to sleep. Or worse yet, you’re leaving them confused and unsure of what you can offer. As a financial advisor, your ability to communicate effectively and present with confidence can make all the difference in building trust and winning business. The truth is, it’s not just what you say but how you say it that matters.

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    April 27, 2023
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  • Marketing + Branding

    5 Ways to Build a Customer Experience Strategy

    by FIG Marketing January 31, 2023
    by FIG Marketing January 31, 2023

    Scale your business, build relationships with your clients, and create lasting partnerships by developing a solid customer experience strategy. A client’s experience is all about perception. Even in everyday situations, such as …

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  • Products + Planning

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts

    by FIG Marketing January 25, 2023
    by FIG Marketing January 25, 2023

    President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022. Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 …

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