Case Study

FIM Group

FIM Group has served clients as a global investment manager and financial planner since 1984. Their mission is to ensure that our 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. 

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