by 
Megan McLean
The growth of any business depends on generating qualified leads. It’s important to have a strategy for generating leads through different strategies for financial service advisors. While there are many strategies, personalizing what works best for each advisor. Using the multi-channel approach with different tools and resources to attract prospects will help advisors move throughout […]
by Megan McLean
Today’s pace of innovation and constant change heavily affects the financial services industry. To meet consumer demands, financial services leaders need to implement a more significant digital foundation to stay competitive. The first step to creating a more digital foundation in a financial services firm is to adopt technology collaboration. Today, digital technology is collaborative, […]
by Megan McLean
The Andex® Chart is a robust tool sharing the historical viewpoints of market downturns and recoveries. The chart is an excellent piece to help understand investing and having the ability to explain complex financial concepts to clients and prospects from an experienced professional’s view. Graeme R. Kirkland, CIM of Argosy Securities Inc. – Toronto is […]
by Megan McLean
With the COVID-19 outbreak continuing during these uncertain times, the virus has created many challenges to state and local government agencies and directly impacts their employees. It is essential to understand the public sector workforce’s agency’s perceptions of COVID-19 and what the short, medium and long-term impacts of the pandemic include, as well as the […]
by Megan McLean
The financial services industry is always transforming. These companies realize what worked in one generation will not resonate with another generation, like Generation Z. These individuals born in 1997-2012 have driven financial behaviors through the demands of technology. Gen Zers are also unique within the financial services industry due to growth among the evolution of technology […]
by Megan McLean
During these times, it’s hard not to think about financial issues and what is to come. Joe Saari, founder and chairman of Financial Fitness Group, and Jeanne Wells of Straight Talk on Iowa Catholic Radio chat about financial health in unhealthy times. Joe and Jeanne also discuss the Iowa Financial Fitness Challenge and how it […]
by Megan McLean
On Thursday, July 23, 2020, Financial Fitness Group founder, Joe Saari, speaks on Jon Leonetti in the Morning about the Iowa Financial Fitness Challenge. The show is associated with Iowa Catholic Radio who is participating in the program. The Iowa Financial Fitness Challenge kicks off September 9, 2020, and is available to organizations in the […]
by Megan McLean
Financial Fitness Group is happy to announce we are one of the top 12 Financial Wellness Companies on Shortlister. We are excited to be ranked on this list, alongside the other programs, as of July 2020. Q3 is in full swing, and we are thrilled to see what is to come in Q4. Below list the top 12 financial […]
The Iowa Financial Fitness Challenge is an event-driven wellness program that provides interactive, effective, unbiased online instruction in personal finance and investing fundamentals. SAN DIEGO, CA, July 8, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) and the Iowa Insurance Division announce the extension of their partnership to provide financial education to Iowans. For the last five years, the […]
SAN DIEGO, CA, June 2, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) announces the addition of Tricia Rothschild, CFA to its board of directors. Rothschild recently served as Chief Product Officer and Co-Head of Global Markets for Morningstar. In her 26-year tenure at Morningstar, she built and led numerous aspects of the firm’s business serving each of […]
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