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Business Development

    Business Development

    5 Steps to Decisive Business Growth [Infographic]

    by FIG Marketing May 18, 2023
    written by FIG Marketing

    Updated September 27, 2023, at 10:11 AM

    As one of our most valuable offerings to our partnered financial professionals, Surge Business Consulting can deliver growth-minded and expert guidance in key areas inside a financial advisory firm.

    If you’ve identified areas of your business that could use improvement, the proprietary and revamped 20.20 Process is a five-step roadmap that covers everything from in-depth business discovery and coordination to complete plan implementation.

    Curious to learn what our Surge experts can do for you?

    Continue Reading
    May 18, 2023
    4 FacebookTwitterPinterestEmail
  • Business Development

    Client Segmentation for Financial Advisors [Tips & Examples]

    by Mark Stewart April 4, 2023
    by Mark Stewart April 4, 2023

    Updated June 26, 2025, at 4:22 PM Client segmentation opens the door to new opportunities for financial advisors. But segmenting clients is more than just categorizing people into boxes. It allows financial …

    5 FacebookTwitterPinterestEmail
  • Business Development

    The Psychology of Financial Decision-Making: Understanding Behavioral Biases to Improve Client Outcomes

    by FIG Marketing February 28, 2023
    by FIG Marketing February 28, 2023

    Updated February 22, 2024, at 11:44 AM Understanding the psychology of financial decision-making will help you develop stronger relationships, deepen trust, and facilitate a playing field filled with satisfied clients. Behavioral finance …

    2 FacebookTwitterPinterestEmail
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