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prospecting

    13 Questions Advisors Should Prepare to Answer [Infographic]
    Business Development

    13 Questions Advisors Should Prepare to Answer [Infographic]

    written by FIG Marketing

    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, webinars, and presentations, the more you’re prepared to answer pressing questions succinctly and directly, the better your chances are to impress prospects and put their minds at ease — opening the door for you to work with them.

    This infographic highlights 13 of the big questions many prospects may want to know, so it’d be best to memorize your answers or record them in a short video to help land new business.

    Continue Reading
    13 Questions Advisors Should Prepare to Answer [Infographic] was last modified: March 1st, 2022 by FIG Marketing
    March 1, 2022
    3 LinkedIn Facebook Twitter
  • Business DevelopmentMarketing + Branding

    12 Habits That Build a Killer Client Appreciation Program

    by Sheryl Theisen August 30, 2021

    Updated April 8, 2022, at 1:36 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,…

    1 LinkedIn Facebook Twitter
  • Marketing + Branding

    Why You Should Educate Clients on In-Service Withdrawals

    by FIG Marketing August 17, 2020

    Updated October, 16, 2020 at 3:08 PM Do you have clients who are still working? Is it possible that some of your clients still keep in touch with their former colleagues? Are…

    1 LinkedIn Facebook Twitter
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FIG Marketing ElevateU Charlotte - June 2022

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