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    Marketing + Branding

    Email Marketing for Financial Advisors: 9 Easy Tips to Increase Your Conversions

    by FIG Marketing June 15, 2022
    written by FIG Marketing

    Financial advisors who use email marketing can build more profound, trustworthy relationships through valuable education and lead nurturing.

    We’ve seen partnered advisors generate over 30 new appointments and over $2 million in new assets under management (AUM) from a single, five-part email campaign that drives prospects to register for a webinar.

    But what if your emails aren’t consistently bringing in new business? Instead of getting prospects and clients to engage with you, what if you’re making them indifferent to your services?

    Continue Reading
    June 15, 2022
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  • Business Development

    Client Segmentation for Wealth Management Firms [Tips to Get Started]

    by FIG Marketing June 8, 2022
    by FIG Marketing June 8, 2022

    Updated October 18, 2024, at 3:36 PM Most financial advisors pride themselves on providing excellent service to all their clients, regardless of their level of wealth. However, an advisor with a mature …

    8 FacebookTwitterPinterestEmail
  • Uncategorized

    Helping Clients After the Death of a Loved One

    by Sheryl Theisen September 23, 2021
    by Sheryl Theisen September 23, 2021

    This guide is intended to help you prepare clients and assist with the unfinished paperwork and decisions that need to happen after the death of a loved one. The information and suggestions …

    6 FacebookTwitterPinterestEmail
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