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client relationships

    Products + Planning

    7 Ways to Address Market Volatility With Clients

    by FIG Marketing June 2, 2022
    written by FIG Marketing

    Updated September 22, 2023, at 3:28 PM

    Life can be uneasy for anyone paying attention to the markets at a given time.

    All we need to do is look towards the VIX—the index designed to track S&P 500 volatility—to see how investors feel about the market’s direction.

    Continue Reading
    June 2, 2022
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  • 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
  • Business GrowthMarketing + Branding

    12 Habits That Build a Killer Client Appreciation Program

    by Sheryl Theisen August 30, 2021
    by Sheryl Theisen August 30, 2021

    Updated September 7, 2023, at 2:45 PM In business, continued success and growth result from developing personal relationships and strong communication with your clients. To become a leader in the financial industry, …

    12 FacebookTwitterPinterestEmail
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FIG Marketing
  • Products + Planning
  • Marketing + Branding
  • Business Growth
  • FIG News
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    • Community