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    Business Development

    Help Clients Avoid These 10 Common Tax Filing Errors

    by James Nguyen February 19, 2020
    written by James Nguyen

    Updated June 10, 2025, at 3:16 PM

    With each passing tax season, there are always tax filing errors that your clients can avoid. As a financial professional, you’re entrusted with managing their assets in all areas, including tax planning and tax return preparation.

    Continue Reading
    February 19, 2020
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  • Marketing + Branding

    5 Key Elements to Be a Better Financial Marketer

    by Mark Stewart January 30, 2018
    by Mark Stewart January 30, 2018

    Updated February 7, 2025, at 12:16 PM If you Google, “How to be a better marketer,” you’ll find thousands of links. And while you can definitely take notes from those articles, oftentimes …

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FIG Marketing
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