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    Business Development

    Financial Planning for Women: Navigating the Gaps

    by FIG Marketing January 28, 2021
    written by FIG Marketing

    Women have made—and continue to make—strides in the quest for true equality.

    Women have come a long way, but the climb is still uphill as gaps remain across social and economic paths. Understanding these gaps and learning to navigate them is an essential task for financial professionals. Especially when it comes to managing wealth for their women clients.

    Let’s take a look at some of the prevalent gaps between women and men when assessing financial planning for women clients.

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    January 28, 2021
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  • Business DevelopmentProduct R + D

    Why Care Planning is Vital to a Financial Advisor’s Business

    by Alecia Barnette November 30, 2020
    by Alecia Barnette November 30, 2020

    Updated April 10, 2024 at 3:45 PM Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt …

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  • Product R + D

    Long-Term Care for Younger Clients

    by Alecia Barnette November 5, 2020
    by Alecia Barnette November 5, 2020

    Updated April 10, 2024, at 12:02 PM Have you heard the old saying, “You’ve never been younger and healthier than you are now?” It’s true! When it comes to long-term care (LTC), …

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