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Client Relations

    blog header - 6 questions that can help you maximize profitability for financial advisors
    Business Development

    6 Questions That Can Help You Maximize Profitability

    by FIG Marketing December 18, 2019
    written by FIG Marketing

    Operating an independent advisory practice requires expertise in a multitude of various fields. Many advisors will typically focus on client relationship management and financial planning as their primary disciplines (and rightfully so), as these are the core functions of the profession. However, it’s also important to remember that your advisory practice is a business and should run as such to achieve the levels of growth and profitability that you desire.

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    December 18, 2019
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  • Business Development

    7 Tips for Protecting Client Data [Infographic]

    by Mark Stewart October 10, 2019
    by Mark Stewart October 10, 2019

    Having client information is important. Protecting client information, well, that’s even more important. Because as you’ve probably noticed, cybersecurity is a major priority in the industry today.

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  • Business Development

    What Disruption in Tech Means for Financial Professionals

    by Arron Price October 7, 2019
    by Arron Price October 7, 2019

    It’s safe to say that we live in a world dominated by technology. With advancements happening at an exponential rate across every industry, it comes at no surprise when I say that …

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