Achieve Your Full Potential

Credit for this goes to Steve R. Nucci of Tom James Clothing Company. This was shared to me ...

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Why 97% of Advisors DON’T Get Referrals from CPAs

Forming an alliance with a CPA is probably the most sought after yet misunderstood business strategy in the entire financial industry.  CPA referrals are often looked at as the Holy ...

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Who Do You Know?

          With Affluent Client Strategies you will receive the same product and underwriting expertise you’ve become accustomed to at FIG, but you’ll also receive hands on ...

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Did Your FIA Lose Money Last Year?

Did your client’s FIA lose money last year?   FIG provides access to over 60 different insurance companies and they all offer great products for various situations. Over the years, ...

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Why You?

Why You?   Why you?  Have you ever sat down and put serious thought into why retirees should be handing over their entire life’s work to you instead of the ...

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