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    Business Development

    Michael Kitces Podcast Summary: Embrace Self-Advocacy in Financial Planning

    by FIG Marketing April 29, 2021
    written by FIG Marketing

    When we first launched the Retirement Inside Out podcast, we set a mission to create more thoughtful discussions in our industry to help financial professionals meet and exceed today’s retirement industry demands.

    So when we had the opportunity to sit down for an episode with financial planning expert Michael Kitces from Nerd’s Eye View and Kitces.com (among many other accolades), we were dazzled by his viewpoints on topics like prospecting and capturing new clients and the focus in today’s fast-changing financial world.

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    April 29, 2021
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  • Business DevelopmentMarketing + Branding

    10 Pieces of Retirement Planning Advice Retirees Wish They Had Known Sooner

    by Mark Stewart April 22, 2021
    by Mark Stewart April 22, 2021

    Updated September 7, 2023, at 11:44 AM When it comes to finances and retirement planning, there are plenty of missteps to be had. But by urging clients to follow these pieces of …

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  • Business DevelopmentMarketing + Branding

    Top Client Concerns to Help Increase Engagement & Drive New Business

    by Mark Stewart April 15, 2021
    by Mark Stewart April 15, 2021

    Using data to improve your practice is an important step in taking your business to the next level. That’s why we’ve surveyed over 100 clients on behalf of our advisors to gauge …

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