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...

Playing Matchmaker For Advisors

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

Creating opportunity 
for advisors of all...

3 Ways To Prospect Clients

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

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

Helping Professional Players Formulate Financial Plans

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

Turning a lifetime passion into a practice...

Client Prospecting Education Workshops

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

An exercise to engage clients in educational...