Operating an independent advisory practice requires expertise in a multitude of various fields. Many advisors will typically focus on client relationship management and financial planning as their primary disciplines (and rightfully so), as these are the core functions of the profession. However, it’s also important to remember that your advisory practice is a business and should run as such to achieve the levels of growth and profitability that you desire.
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FIG Marketing
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FIG NewsPress
PRESS RELEASE: Financial Independence Group, LLC Names Jim Cooper, Mike Mullan, and Brian Williams Co-Chief Executive Officers
PRESS RELEASE Cornelius, NC — November 5, 2019 — Financial Independence Group, LLC (FIG) announced today that Dr. Bill and Ericka Cain, Chief Executive Officer and Executive Administrator, respectively, will be assuming …
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Updated on December 1, 2023, at 4:08 PM You meet with a client to discuss long-term care (LTC) insurance solutions. They listen as you lay out the strong rationale in favor of …