FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
Tag:

client communication

    vector blog image of top client concerns to increase engagement and drive new business
    Business DevelopmentMarketing + Branding

    Top Client Concerns to Help Increase Engagement & Drive New Business

    by Mark Stewart April 15, 2021
    written by Mark Stewart

    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 top concerns in the current landscape and provide insight into how you showcase yourself as a resource and an industry leader.

    Continue Reading
    April 15, 2021
    11 FacebookTwitterPinterestEmail
  • Product R + D

    8 Common Investment Mistakes to Avoid

    by FIG Marketing April 8, 2021
    by FIG Marketing April 8, 2021

    Updated September 7, 2023, at 11:40 AM The decade between 2009 to 2019 marked a ten-year market bull run. It was almost felt like investment mistakes disappeared for a while. What felt …

    10 FacebookTwitterPinterestEmail
  • Business DevelopmentProduct R + D

    How to Talk to Clients About Multi-Generational Wealth Planning

    by Mark Stewart January 14, 2021
    by Mark Stewart January 14, 2021

    Updated March 13, 2025, at 11:49 AM “Shirtsleeves to shirtsleeves in three generations.” Wait. What?

    0 FacebookTwitterPinterestEmail
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6

Subscribe To Stay Updated

Sign up to get notified of new posts.


Thank you for subscribing!

  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube
  • Spotify
Footer Logo

(800) 527-1155
FIGMarketing.com
Empowering Financial Professionals™

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2025 Financial Independence Group, LLC. All Rights Reserved.


Back To Top
FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events