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    Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]
    Business Development

    Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]

    written by FIG Marketing

    Glenn and Lori are the dynamic duo behind a highly successful financial services firm in need of a succession plan for when it’s time to exit their business.

    They’ve built an illustrious reputation over the past two decades. Starting as insurance agents, they expanded their offerings to include investment management, wealth and financial planning, and long-term care planning.

    As retirement approaches, the future ownership of the firm and ensuring its continuity have become frequent topics of discussion.

    Continue Reading
    Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study] was last modified: June 5th, 2023 by FIG Marketing
    June 5, 2023
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  • Business DevelopmentMarketing + Branding

    Attracting & Managing High Net Worth Clients [Infographic]

    by Mark Stewart June 2, 2023

    Attracting high net worth clients and managing high net worth clients are two different games in wealth management, but there are three main themes that both share: value, efficiency, and quality financial…

  • Business Development

    5 Steps to Decisive Business Growth [20.20 Process Infographic]

    by FIG Marketing May 18, 2023

    As one of our most valuable offerings to our partnered financial professionals, Surge Business Consulting can deliver growth-minded and expert guidance in key areas inside a financial advisory firm. If you’ve identified…

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