Social media introduction for financial advisors

by Flexible Plan Investments | Aug 25, 2017 | Active management, Practice management

Social Media Introduction for...

Targeted Radio Advertising

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Targeted advertising can amplify...

3 Ways To Prospect Clients

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Presenting ideas ‘straight from the horse’s...

Playing Matchmaker For Advisors

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Creating opportunity 
for advisors of all...

Different Money Managers For Different Needs

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Different managers for different...

Client Prospecting Education Workshops

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

An exercise to engage clients in educational...