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    Business Development

    Comfy Couch Conduct: Financial Advisor Firms Embracing Virtual Work

    by Surge Business Consulting September 8, 2020
    written by Surge Business Consulting

    Updated September 5, 2023, at 4:14 PM

    The Big Comfy Couch aired on PBS from the mid-1990s to the mid-2000s. You may remember your children or grandchildren watching the star of the show, a clown named Loonette and her doll Molly, spend her time on the couch solving the mysteries of the day. Or maybe you’re like my youngest daughter, who spent hours singing and playing along with Loonette. Regardless of where you find yourself in the analogy, The Big Comfy Couch was a make-believe world.

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    September 8, 2020
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  • Marketing + Branding

    4 Steps to Naming a Financial Services Company

    by Sheryl Theisen August 28, 2020
    by Sheryl Theisen August 28, 2020

    Updated September 6, 2023, at 9:15 PM Done right, naming a financial services company will be deeply personal and very telling. Potential customers will develop their own expectations based on the name …

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  • Marketing + Branding

    Why You Should Educate Clients on In-Service Withdrawals

    by FIG Marketing August 17, 2020
    by FIG Marketing August 17, 2020

    Updated August 31, 2023, at 3:08 PM Do you have clients who are still working? Is it possible that some of your clients still keep in touch with their former colleagues? Are …

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