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Surge Business Consulting

Surge Business Consulting

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    Business Development

    What Performance Reviews & Gutters Have in Common

    by Surge Business Consulting November 23, 2020
    written by Surge Business Consulting

    Every fall, I have to get my ladder out and start the day-long process of cleaning my gutters. To save me the headache (and possibly a broken bone), one of these years I’ll invest in those gutter guards I see advertised all the time. Until then, I’ll continue this annual process.

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    November 23, 2020
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  • Business Development

    Comfy Couch Conduct: Financial Advisor Firms Embracing Virtual Work

    by Surge Business Consulting September 8, 2020
    by Surge Business Consulting September 8, 2020

    Updated September 5, 2023, at 4:14 PM The Big Comfy Couch aired on PBS from the mid-1990s to the mid-2000s. You may remember your children or grandchildren watching the star of the …

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  • Business Development

    Jonesing for Success

    by Surge Business Consulting August 3, 2020
    by Surge Business Consulting August 3, 2020

    Most financial professionals today are pursuing baby boomer prospects. And for good reason. This generation holds nearly 60% of the country’s wealth. (For comparison, the Silent Generation holds about 21%, and Generation …

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