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Business Development

    Business Development

    Remember This The Next Time You Fail

    by Surge Business Consulting September 12, 2017
    written by Surge Business Consulting

    Whether you’re an experienced financial professional or just starting your career in financial services, you will occasionally fail. Failure comes in many forms: losing a sale, declining workshop attendance, missing a referral opportunity, to name a few. For some of us, it can feel like a personal defeat. It is not. Failure is an event, but never a person. While failure is never enjoyable, please keep in mind that you will likely learn more from failure than you will from success. That’s something to enjoy.

    If you’re like me, your collective experiences have produced some important life lessons. Here’s four reminders to help you stay the course as you navigate through the sometime stormy seas of a financial professional’s business life.

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    September 12, 2017
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  • Business Development

    How to Write a Good Life Insurance Cover Letter

    by John Voelker August 8, 2017
    by John Voelker August 8, 2017

    Updated: September 5, 2023, at 4:11 PM I’m sure underwriters ask you for cover letters…and cover letters…and more cover letters. I was once at an underwriting conference with 20 or so carriers, …

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  • Business Development

    My Ideal Client

    by Surge Business Consulting July 24, 2017
    by Surge Business Consulting July 24, 2017

    As financial services professionals, we are often asked what defines our ideal client? The response is clearly subjective and will vary tremendously within our reader base. We posed this question to many …

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