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Business Development

    era of best interest standards blog image header
    Business DevelopmentProduct R + D

    The Era of Best Interest Standards for Financial Professionals

    by FIG Marketing June 28, 2021
    written by FIG Marketing

    Updated on September 20, 2023, at 11:57 AM

    We’ve experienced a lot of new things in the past year plus, haven’t we? The “new normal” is a phrase we’ve grown accustomed to in our lives. We typically hear this phrase when one is speaking about COVID-19 or COVID-related requirements. However, there’s a new normal emerging in the financial industry that we must get used to seeing. That new normal is an era of best interest regulations.

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    June 28, 2021
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  • Business Development

    How to Get Your Business in Order Before Buying or Selling

    by Surge Business Consulting June 21, 2021
    by Surge Business Consulting June 21, 2021

    Updated September 20, 2023, at 11:54 AM Whether you’re looking to buy a firm or thinking about retirement and selling your firm, the work begins well before you “put the word out.” …

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  • Business DevelopmentMarketing + Branding

    3 Easy Ways You Can Reconnect with Your Clients

    by All Points Media June 10, 2021
    by All Points Media June 10, 2021

    Updated September 7, 2023, at 11:50 AM Financial professionals have a tough job to do. They compete in a fast-paced service industry where building relationships is the name of the game. And …

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