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financial advisors

    Marketing + Branding

    Google Analytics 4 Updates: A Financial Advisor’s Guide [7 Ways That Revolutionize Your Insights]

    by FIG Marketing September 19, 2023
    written by FIG Marketing

    In today’s digital age, understanding your online audience is paramount for financial advisors looking to thrive in a competitive market. Fortunately, Google Analytics 4 (GA4) is here to provide you with a robust toolkit for gaining invaluable insights into user behavior on your website and apps.

    This updated version of the popular web analytics platform offers several key improvements that can revolutionize the way you serve your clients and optimize your online presence.

    Continue Reading
    September 19, 2023
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  • Business Development

    Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]

    by FIG Marketing June 5, 2023
    by FIG Marketing June 5, 2023

    Glenn and Lori are the dynamic duo behind a highly successful financial services firm in need of a succession plan for when it’s time to exit their business. They’ve built an illustrious …

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  • Business Development

    Maximizing Your Client’s Wealth: The Power of a Financial Advisor and Tax Planning CPA Partnership

    by FIG Marketing February 21, 2023
    by FIG Marketing February 21, 2023

    Level up your business by strengthening your strategies through partnership. As a financial advisor, you play an essential role in helping clients reach their financial goals, but you may often face challenges …

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