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Business Development

    Patchwork Modeling for Independent Financial Professionals blog header
    Business Development

    The Problem with Patchwork Modeling

    by Surge Business Consulting November 12, 2019
    written by Surge Business Consulting

    A definition of patchwork is the piecing together of multiple parts for the betterment of the whole. A question all financial professionals should ask of themselves is, “Am I patching problems with various solutions, or getting deep to the foundation?”

    Using a patchwork process is common to most business owners, financial professionals not excluded. We examine a problem and often come up with quick solutions to mend the hole in the business.

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    November 12, 2019
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  • Business Development

    6 Ways to Improve Your Closing Rates for Long-Term Care Insurance

    by FIG Marketing November 5, 2019
    by FIG Marketing November 5, 2019

    Updated on December 1, 2023, at 4:08 PM You meet with a client to discuss long-term care (LTC) insurance solutions. They listen as you lay out the strong rationale in favor of …

    13 FacebookTwitterPinterestEmail
  • Business Development

    Staying Afloat in a Rapidly Changing Industry

    by Corey Webster October 28, 2019
    by Corey Webster October 28, 2019

    Keeping your head above water means you’re doing one of two things: you’re floating on the surface, or you’re actively treading water. Since most of us aren’t buoyant enough to float forever, …

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