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"long term care"

    Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    written by J. Wesley Knowles

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand how customer service and interaction impacts the takeaway.

    This was not my first trip to the Disney Resort in Orlando, Florida. I received a Disney World Annual Pass as a birthday present in 2002. I became a repeat and loyal patron of the resort and would travel from Charlotte to Orlando at least three times per year for the thirteen years I kept the membership going. A kid at heart, I enjoy themed attractions, especially immersive experiences and thrill rides. That was the first enticement, the second was Disney’s commitment to unrivaled customer service. I had not realized how much it meant to my personal travel experience until it failed.

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    June 15, 2017
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  • Marketing + Branding

    Marketing to Women Clients [5 Ways to Get More Female Clients]

    by FIG Marketing October 3, 2016
    by FIG Marketing October 3, 2016

    Updated on February April 10, 2024, at 2:12 PM The statistics on marketing to women clients and wealth in our country provide a compelling reason for incorporating women-specific marketing and services into …

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  • Product R + D

    The Evolution of Life Insurance in the 21st Century

    by TJ Whalen August 24, 2016
    by TJ Whalen August 24, 2016

    Updated on October 9, 2019, at 11:48 AM With almost 20 years in the life insurance department with Financial Independence Group, I’ve seen the good, the bad, and the ugly when it …

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