S2 E11: Advanced Planning with a FIG Strategist
On today’s show Jeremy, a FIG strategist, joins us to discuss advanced planning, working with high net-worth clientele, the sale of large assets, and much more.
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S2 E10: Data Driven Marketing with Leading Response
If you are a business owner relying on marketing to drive leads and revenue, using data as part of your marketing strategy is a must. Our guest on today’s show is the business development manager with Leading Response.
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S2 E9: Offering Customized Insurance with the President of IPCG
On today’s episode, the President of ICPG a national property and casualty brokerage group, joins us. As a partner of FIG, he is helping clients have access to customized coverages that match their needs
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S2 E8: Video Marketing with Greg Prinz, Founder of Chapter One Films
On today’s episode, we’ll discuss how Greg is using video to help small advisors differentiate themselves in the market, how his process works, and how video can play a role in your business.
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S2 E7: The Value of Life Insurance
There’s a lot to life insurance. How can it elevate your services? How can it help your clients?
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S2 E6: Hiring Practices with the Director of Talent Solutions
In today’s job market, hiring can be difficult. Finding the right talent for your team is important in growing your business. Today, Lori, the director of FIG’s Talent Solutions joins us to talk about the hiring process and how Talent Solutions can help.
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S2 E5: Marketing Practices with Mark Gaffney of M.E.G. Services
In today’s market, a strong marketing plan based on data and client research is essential to your financial business.
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S2 E4: Marketing Trends with Retirement Inside Out
A lot of advisors have seen growth in the past few decades and especially in the past few years. With these changes come new market trends and developments. We are mixing it up today and spotlighting Karl’s interview on another FIG podcast, Retirement Inside Out.
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S2 E3: Finding Balance with Dr. Travis Parry
Finding the ideal work-life balance can be difficult, especially for financial professionals. It is easy to get swept up in your work and forget to prioritize and set boundaries.
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S2 E2: Providing an Excellent Client Experience with Cornerstone Wealth Management
Providing a great client experience can make a difference in the growth of your business. On today’s episode, we are speaking with Anthony from Cornerstone Wealth Management in Las Vegas Nevada.
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