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Prospecting tips

    Business Development

    Engaging HENRYs: Strategies for the Next Generation of HNW Clients

    by FIG Marketing April 2, 2025
    written by FIG Marketing

    Earning six figures doesn’t equal financial security.

    Nobody understands this better than individuals classified as high earners, not rich yet (HENRYs), who struggle to build wealth despite earning a substantial income.

    This also makes them prime candidates for financial guidance.

    Continue Reading
    April 2, 2025
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  • Business DevelopmentMarketing + Branding

    7 Tips to Help You Master the Art of Securing Clients

    by FIG Marketing February 21, 2024
    by FIG Marketing February 21, 2024

    Master the art of securing clients with these 7 top tips: make stellar first impressions, forge lasting relationships, and confidently secure new clients after the first appointment. Imagine this: It’s a bright …

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  • Business Development

    13 Questions Advisors Should Prepare to Answer [Infographic]

    by Mark Stewart March 1, 2022
    by Mark Stewart March 1, 2022

    Updated September 23, 2023, at 3:16 PM Today’s prospects and clients expect more from their financial professionals. They’re more curious. More informed. Even more demanding. So when it comes to your events, …

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