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    • Community Relations
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office systems

    9 Ways to Engage & Communicate with Remote Employees
    Business Development

    9 Ways to Engage & Communicate with Remote Employees

    written by Mark Stewart

    Working from home is probably pretty new to you. For financial professionals across the US, it definitely is. Many firms relied on in-person service for the convenience and enhanced client relationships, but suddenly, that’s all changed.

    The Center for Disease Control and Prevention (CDC) and The White House are encouraging Americans to work from home because of the novel coronavirus (COVID-19) pandemic, and thatโ€™s creating a brand-new obstacle for financial planning firms: achieving effective and engaging communication with remote employees.

    Continue Reading
    9 Ways to Engage & Communicate with Remote Employees was last modified: March 27th, 2020 by Mark Stewart
    March 27, 2020
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  • Business Development

    Cybersecurity: Tips for Protecting Client Data

    by Surge Business Consulting February 7, 2019

    Cybersecurity is more about your risk tolerance. Your clientsโ€™ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, Facebook, and Google thrive because of the…

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  • Business Development

    My Ideal Client

    by Surge Business Consulting July 24, 2017

    As financial services professionals, we are often asked what defines our ideal client? The response is clearly subjective and will vary tremendously within our reader base. We posed this question to many…

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Let love rule today and always. Happy #ValentinesD Let love rule today and always. Happy #ValentinesDay to you and yours! ๐Ÿ’˜
๐Ÿšจ New episode! ๐Ÿšจ Sheryl J. Moore, the chief ๐Ÿšจ New episode! ๐Ÿšจ

Sheryl J. Moore, the chief storyteller at Wink, Inc. and president and CEO of Moore Market Intelligence, joins us on #RetirementInsideOut today.

She's providing some fresh new outlooks on:
โ€ข How rate changes are affecting #FixedInsurance
โ€ข The regulation changes that'll affect the industry going forward
โ€ข Why #Annuities are becoming a hot-ticket product

๐ŸŽ™๏ธ Tune in wherever you go for podcasts or click the ๐Ÿ”— in our bio!
Have you heard our #RetirementInsideOut podcast wi Have you heard our #RetirementInsideOut podcast with @mkitces yet?

We tackle:
- Landing new clients
- Todayโ€™s fast-changing environment
- And a possible retirement dilemma?

Tune in now wherever you listen to #podcasts or click the link in our bio! ๐Ÿ”— 
โ€ข
โ€ข
โ€ข
#FinancialPlanning #FinancialProfessionals #FinancialPlanner #FinancialIndependence #Retirement #RetirementPlanning #RetirementGoals #NewPodcast #Podcast #Podcasts
Join us today in honoring the life and legacy of D Join us today in honoring the life and legacy of Dr. Martin Luther King Jr. #MLKDay
WE. ARE. LAUNCHED.

๐™๐™š๐™ฉ๐™ž๐™ง๐™š๐™ข๐™š๐™ฃ๐™ฉ ๐™„๐™ฃ๐™จ๐™ž๐™™๐™š ๐™Š๐™ช๐™ฉ is our all-new podcast that dives deep into thoughtful discussions about how you can meet and exceed the demands of todayโ€™s retirement industry.

Listen to our first guest episode with @mkitces today!

๐—ฆ๐˜‚๐—ฏ๐˜€๐—ฐ๐—ฟ๐—ถ๐—ฏ๐—ฒ ๐—ป๐—ผ๐˜„ ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐—น๐—ถ๐˜€๐˜๐—ฒ๐—ป ๐˜๐—ผ ๐—ฝ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€!ย ๐Ÿ‘‡

Apple Podcasts:ย apple.co/3qgG8t8
Google Podcasts:ย bit.ly/35Csw3p
Spotify:ย spoti.fi/3smt0Ve
Stitcher:ย bit.ly/3qgHJip
Amazon Music:ย amzn.to/3bA64eV
TuneIn:ย bit.ly/3sm2U4B
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#FinancialPlanning #FinancialProfessionals #FinancialPlanner #FinancialIndependence #Retirement #RetirementPlanning #RetirementGoals #NewPodcast #Podcast #Podcasts
Hey, we did it. We got past 2020 together. Here's Hey, we did it. We got past 2020 together.

Here's to fresh starts and a new year! Welcome, 2021. ๐Ÿคฉ ๐ŸŽ‰  #HappyNewYear
Season's greetings from FIG! We hope you and your Season's greetings from FIG! We hope you and your family have a #MerryChristmas and a happy holiday season! ๐ŸŽ„ โ„๏ธ ๐ŸŽ…
Gobble, gobble, eat 'til you wobble! ๐Ÿ˜‹ ๐Ÿฝ๏ธ Gobble, gobble, eat 'til you wobble! ๐Ÿ˜‹ ๐Ÿฝ๏ธ 
โ€ข
We hope you and your family have a safe and healthy Thanksgiving this year! ๐Ÿฆƒ #HappyThanksgiving
Our latest Connections magazine has the info and i Our latest Connections magazine has the info and insights you can use to keep your firm growing into 2021 and beyond. Head to FIGMarketing.com/Blog now to read!
Want to take advantage of all #ContentMarketing ha Want to take advantage of all #ContentMarketing has to offer your business, but too busy to write it yourself? Contact your private client group or head to the FIG Agent Portal to learn about our all-new ๐™ˆ๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐˜พ๐™ค๐™ฃ๐™ฉ๐™š๐™ฃ๐™ฉ ๐™‹๐™–๐™˜๐™ ๐™–๐™œ๐™š๐™จ ๐™›๐™ค๐™ง ๐™‡๐™š๐™–๐™™ ๐˜พ๐™–๐™ฅ๐™ฉ๐™ช๐™ง๐™š!
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