Team Earhart at FIG

03/24/2026

Small Social Security changes can lead to big planning conversations.

The 2026 updates include a higher taxable wage base, new earnings test thresholds, and a 2.8% COLA. It’s a good reminder that even modest adjustments can create opportunities to revisit retirement income strategies with clients.

Products + Planning Breaking Down the 2026 Social Security Changes for Advisors by FIG Marketing March 5, 2026 written by FIG Marketing March 5, 2026 529 Each year, Social Security updates quietly reshape the retirement planning landscape, and the client conversations that follow. For 2026, adjustme...

03/19/2026

Most advisors believe they deliver a great client experience, but belief isn’t the same as measurement.

In today’s environment, client experience has become one of the biggest drivers of retention and referrals. This article offers a practical framework for auditing the entire client journey and identifying where friction might be quietly holding growth back.

Business Growth Improving Your Client Experience: A 5-Step Framework for Independent Advisors by FIG Marketing March 11, 2026 written by FIG Marketing March 11, 2026 152 Here’s the uncomfortable truth: Most independent financial advisors believe they deliver a great client experience. But belief i...

03/17/2026

Financial planning isn’t about sprinting. It’s about endurance.

Just like Ironman training, lasting results come from strong foundations, disciplined ex*****on, and built-in safeguards. Annuities, life insurance, and risk management strategies can help create the stability clients need to stay the course when markets test their resolve.

Institutional How Does Long-Term Financial Planning Mirror Ironman Training? by FIG Institutional February 18, 2026 written by FIG Institutional February 18, 2026 696 Sustainable results—financial or physical—are built through disciplined, long-term strategy and preparation. Advisors are asking ...

02/26/2026

Longevity in this industry doesn’t happen by accident. This article shares lessons learned over 50 years of working alongside independent advisors and what it really takes to build a practice designed to last, not just grow.

Business Development How to Build an Advisory Practice That Lasts: 50 Years of Insight by FIG Marketing January 21, 2026 written by FIG Marketing January 21, 2026 588 As we celebrate our 50th year as an independent organization, we’re repeatedly asked one question by the financial professionals we...

02/24/2026

Product R + D The Financial Advisor’s 2026 Tax Planning Guide: 7 Core Conversations by FIG Marketing February 4, 2026 written by FIG Marketing February 4, 2026 408 “The hardest thing in the world to understand is taxes.” Believe it or not, that quote comes from Albert Einstein, not one of your...

02/10/2026

Want better outcomes for your most sophisticated clients?

The Schechter Bootcamp on March 5-6, 2026, brings you real case studies, exclusive strategies, and hands-on collaboration with their planning team—all with hotel, meals, and entertainment fully covered.

Show your interest here: https://bit.ly/4rbTV4b

12/30/2025

Heading into 2026, advisor marketing isn’t about chasing every new tool or trend. It’s about clarity, consistency, and showing up where prospects already look for answers.

These five marketing strategies focus on building authority, achieving predictable growth, and fostering meaningful client relationships, all without requiring a massive budget.

Marketing + Branding 2026 Marketing Strategies for Financial Advisors: 5 High-Impact Tactics for Independent Firms by FIG Marketing December 19, 2025 written by FIG Marketing December 19, 2025 277 The ground beneath independent financial professionals has always shifted, but heading into 2026, the p...

12/29/2025

David McKnight’s Power of Zero system has helped advisors scale from $1M to $2M+ in two years. Now you can learn the exact framework.

Join the Power of Zero Boot Camp in Florida on January 21 for a hands-on event built to sharpen your tax-free planning conversations and turn intent into revenue.

Save your seat: https://bit.ly/4od6w4F

12/22/2025

Product R + D Care Planning: How AI and Family Involvement Work Hand-In-Hand by FIG Marketing November 17, 2025 written by FIG Marketing November 17, 2025 1.7K In the five years since COVID-19 swept quickly through nursing homes, Americans’ desire to age in the comfort, privacy, and independence o...

12/11/2025