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FIG Marketing

    women and finances navigating the gap fig blueprint blog header
    Business Development

    Financial Planning for Women: Navigating the Gaps

    by FIG Marketing January 28, 2021
    written by FIG Marketing

    Women have made—and continue to make—strides in the quest for true equality.

    Women have come a long way, but the climb is still uphill as gaps remain across social and economic paths. Understanding these gaps and learning to navigate them is an essential task for financial professionals. Especially when it comes to managing wealth for their women clients.

    Let’s take a look at some of the prevalent gaps between women and men when assessing financial planning for women clients.

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    January 28, 2021
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  • Business DevelopmentMarketing + Branding

    4 Quick Tips to Generate Referrals from Existing Clients

    by FIG Marketing January 7, 2021
    by FIG Marketing January 7, 2021

    Updated March 22, 2024, at 11:00 AM Where do you start when you want to generate more referrals for your financial planning firm? Look to your current clients. Client retention is one …

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  • Business Development

    5 Financial Resolutions for 2021 [Client Infographic]

    by FIG Marketing December 28, 2020
    by FIG Marketing December 28, 2020

    So long, 2020! You will not be missed. And clients undoubtedly feel the same. Help them start fresh in the new year with this customizable infographic highlighting some financial resolutions for 2021 …

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FIG Marketing
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