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Business Development

    retire happy now tom hegna partners with financial independence group
    FIG NewsPress

    PRESS RELEASE: Financial Independence Group, LLC Exclusively Partners with Economist, Author, and Retirement Expert, Tom Hegna

    by FIG Marketing April 22, 2019
    written by FIG Marketing

    PRESS RELEASE

    CORNELIUS, NC, April 22, 2019 – Today, Financial Independence Group, LLC (FIG), one of the largest field and insurance marketing organizations (FMO & IMO) that provides leading products, tools and solutions to financial professionals, announced a partnership with nationally-renowned author, economist and retirement expert, Tom Hegna, to deliver unique engagement, educational and enrichment opportunities that are exclusive to FIG advisors.

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    April 22, 2019
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  • Business Development

    Portfolio vs. Planning: How to Win & Retain High-Net-Worth Clients

    by Aaron Hodari April 2, 2019
    by Aaron Hodari April 2, 2019

    Updated September 16, 2024, at 4:11 PM Even when clients know what they want, it’s still pertinent to counsel them on the bigger picture. It deepens the conversation, increases trust and confidence, …

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  • Business Development

    2019 FINRA and SEC Examination Priorities

    by FIG Marketing March 12, 2019
    by FIG Marketing March 12, 2019

    This post on 2019 FINRA and SEC examination priorities sets to help you avoid a nightmare. One of the least favorite activities a firm goes through is a regulatory examination. Broker-dealers (BDs) …

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FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
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    • Community Relations
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