Professional Resources

CASE STUDIES

How FIM Group Grows Its Practice With Everplans »

FIM Group has served clients as a global investment manager and financial planner since 1984. Their mission is to ensure that their clients have the resources they need to support the quality of life they desire.

“Every person we’ve on-boarded has made a referral.
Every single one.”

Key Takeaways

  • How to engage clients and strengthen client relationships.
  • Providing differentiating value to its clients and their families.
  • Building your business through effortless referrals. 

More Case Studies


Avantra Family Wealth »


National Wealth Partners »


Ela Financial Group »
 

BEST PRACTICES

5 Ways to Connect With Your Next Generation of Clients »

Over the next 30 years, more than $30 trillion will be passed down from Baby Boomers to Generation X to Millennials. How are you connecting with the next generation of clients?

Key Takeaways

  • Importance of connecting to your next generation of clients.
  • Actionable strategies to bridge the gap to the next generation.
  • How to become indispensable by treating the whole family as a client.

More Best Practices

5 Ways End-of-Life Planning Adds Value to Client Relationships »

How Your Clients Feel About Your Relationship With Their Family »

How To Support Clients Through End-of-Life Planning »

Research Report – Relationship Between Advisors and Client Heirs »