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Business Development

    Business Development

    Advisor Advice: Incentivizing Talent

    by Surge Business Consulting May 15, 2018
    written by Surge Business Consulting

    The number one asset and conundrum in our business models today; TALENT.

    How to source, retain, and incentivize all levels of talent will remain top-of-mind for small businesses
    and boardrooms as financial services evolves.

    There is no need to mention the past simplicity of managing talent. People were hired, grew at a certain
    pace based on the person and company, and at some point, retired for a calmer lifestyle. Today,
    complexity reigns with our talent and will metastasize with everything from fewer employee entrants to
    artificial intelligence.

    Now is the time to execute strong incentivization to enhance and sustain top talent in our businesses.

    Continue Reading
    May 15, 2018
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  • Business Development

    The Fintech Effect: How Fintech is Changing Business

    by J. Wesley Knowles May 1, 2018
    by J. Wesley Knowles May 1, 2018

    Updated September 6, 2023, at 12:27 PM Many believe that financial services is currently undergoing one of the most significant transformations in history. As innovations become relevant, an ongoing metamorphosis will reshape …

    11 FacebookTwitterPinterestEmail
  • Business Development

    Advisor Advice: Errors with Heirs

    by Surge Business Consulting April 16, 2018
    by Surge Business Consulting April 16, 2018

    If you remember nothing else from reading this piece, remember two numbers: $41 trillion. 92,000,000. These are two key figures that will reshape the investing community by mid-century.  In the coming years, …

    4 FacebookTwitterPinterestEmail
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