FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
Tag:

Technology

    Business Development

    Cybersecurity: Tips for Protecting Client Data

    by Surge Business Consulting February 7, 2019
    written by Surge Business Consulting

    Updated October 14, 2024, at 3:01 PM

    Cybersecurity is more about your risk tolerance.

    Your clients’ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, Facebook, and Google thrive because of the data you allow them to collect, both by consent and unknowingly through your interactions. That’s why it’s important to follow these cybersecurity tips for protecting client data.

    Continue Reading

    February 7, 2019
    10 FacebookTwitterPinterestEmail
  • Business Development

    How to Choose a CRM as a Financial Advisor

    by Laura Furner May 30, 2018
    by Laura Furner May 30, 2018

    As the world moves deeper into a technological space working faster and more efficient, how are you keeping up? Although file cabinets filled with old client data and Excel spreadsheets may have …

    2 FacebookTwitterPinterestEmail
  • Business Development

    The Fintech Effect: How Fintech is Changing Business

    by J. Wesley Knowles May 1, 2018
    by J. Wesley Knowles May 1, 2018

    Updated September 6, 2023, at 12:27 PM Many believe that financial services is currently undergoing one of the most significant transformations in history. As innovations become relevant, an ongoing metamorphosis will reshape …

    11 FacebookTwitterPinterestEmail
  • 1
  • …
  • 3
  • 4
  • 5
  • 6

Subscribe To Stay Updated

Sign up to get notified of new posts.


Thank you for subscribing!

  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube
  • Spotify
Footer Logo

(800) 527-1155
FIGMarketing.com
Empowering Financial Professionals™

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2025 Financial Independence Group, LLC. All Rights Reserved.


Back To Top
FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events