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Business Development

    Business Development

    Cybersecurity: Tips for Protecting Client Data

    by Surge Business Consulting February 7, 2019
    written by Surge Business Consulting

    Updated October 14, 2024, at 3:01 PM

    Cybersecurity is more about your risk tolerance.

    Your clients’ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, Facebook, and Google thrive because of the data you allow them to collect, both by consent and unknowingly through your interactions. That’s why it’s important to follow these cybersecurity tips for protecting client data.

    Continue Reading

    February 7, 2019
    10 FacebookTwitterPinterestEmail
  • Business Development

    How to Turn One Dollar into Seven Dollars

    by Surge Business Consulting December 17, 2018
    by Surge Business Consulting December 17, 2018

    It’s estimated that for every $1 of assets managed for business retirement plans, another $7 in assets are available for the right advisor to capture. No reader will turn down this return …

    6 FacebookTwitterPinterestEmail
  • Business Development

    The Best Insurance Marketing Organizations: Business Partner or Vendor?

    by Karl Hoover August 9, 2018
    by Karl Hoover August 9, 2018

    Updated April 4, 2024, at 11:08 AM Choosing the Best Insurance Marketing Organization Over my 20-plus year career in the financial services industry, I’ve had the opportunity to see the industry grow …

    13 FacebookTwitterPinterestEmail
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