Delta Sciur from Financial Services Group Case Study Making financial help easy sidedrawer.comWe interviewed Delta Sciur, a Financial Advisor at Financial Services Group, and her client ‘Mary’, to learn more about their experience with SideDrawer, the way it’s streamlined Delta’s engagement with Mary, and how Mary has adopted the platform. SideDrawer Case Study - Delta Sciur from Financial Services Group 2 + What is FSG? Financial Services Group (FSG) is a holistic financial planning company. They offer insurance and investment management, retirement planning, financial and saving planning to a diverse clientele. They have over 1,200 clients and manage over $500 million in investment assets. Although their clientele varies, Delta’s focus is largely around young families, beginner sa

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