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    Business DevelopmentMarketing + Branding

    7 Tips to Help You Master the Art of Securing Clients

    by FIG Marketing February 21, 2024
    written by FIG Marketing

    Master the art of securing clients with these 7 top tips: make stellar first impressions, forge lasting relationships, and confidently secure new clients after the first appointment.

    Imagine this: It’s a bright Monday morning, and you’re gearing up for an exciting meeting with a potential client. As you sip your coffee, an email arrives, brimming with anticipation for the upcoming discussion. You may ask yourself, “How do I put my best foot forward and secure the client as my own?”

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    February 21, 2024
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  • Business Development

    2024 New Year’s Resolutions for Financial Planners [7 Top Tips]

    by FIG Marketing December 18, 2023
    by FIG Marketing December 18, 2023

    Updated February 21, 2024, at 4:05 PM What are your 2024 financial New Year’s resolutions? If you’re a financial advisor, it’s time to reflect on your growth over the past year and …

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  • Marketing + Branding

    4 Digital Marketing Strategies That Work for Financial Advisors

    by FIG Marketing August 28, 2023
    by FIG Marketing August 28, 2023

    The digital marketing landscape is always changing, but if you can harness its power as a financial advisor, you could be setting yourself up for long-term success. It won’t get any less …

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