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Business Development

    Business Development

    Do You Need a Business Coach or Business Consultant?

    by Surge Business Consulting August 3, 2023
    written by Surge Business Consulting

    Updated September 22, 2023, at 1:01 PM

    Picture this: Your financial firm is having its best year ever. You’re fully staffed. Referral business is good. You walk into your office and the team greets you with smiles and an enthusiastic “Good morning, boss!”

    Everything seems to be running smoothly.

    You start digging into your email and find one with this subject line: “What is the delay?” Then another email a few lines down reads: “Cancel our agreement.” The sad news is that you see these subject lines all too often.

    Continue Reading
    August 3, 2023
    11 FacebookTwitterPinterestEmail
  • Business Development

    5 Facts & 5 Thoughts on Market Volatility [What to Know to Address Its Impacts]

    by Mark Stewart July 13, 2023
    by Mark Stewart July 13, 2023

    “Market volatility is like someone riding up an escalator playing with a yo-yo. The yo-yo goes up and down like the stock market. But it doesn’t prevent the yo-yo from eventually reaching …

    1 FacebookTwitterPinterestEmail
  • Business DevelopmentProduct R + D

    5 Reasons to Use a Wealth Management Fintech Platform

    by Mark Stewart June 27, 2023
    by Mark Stewart June 27, 2023

    Updated September 8, 2023, at 9:40 AM Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, …

    6 FacebookTwitterPinterestEmail
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