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    Business Development

    How to Manage & Engage Remote Employees [9 Tips for Remote Work]

    by Mark Stewart March 27, 2020
    written by Mark Stewart

    Updated September 27, 2023, at 10:43 AM

    If you’ve never had to deal with remote workers before, you’re not alone.

    COVID-19 jumpstarted the trend, and it’s now here to stay. And although it’s preferable to establish clear policies, guidelines, and training in advance, sometimes things change fast and you have to adapt on the fly.

    However, there are specific and calculated ways to get reliable productivity and open communication out of a remote-working team. Here are some tips and recommendations to help your employees stay effective and informed while you keep your distance.

    Continue Reading
    March 27, 2020
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  • Business Development

    It’s Never Been More Challenging to Be a Financial Planner

    by Surge Business Consulting March 25, 2020
    by Surge Business Consulting March 25, 2020

    Updated April 19, 2024, at 3:33 PM As a financial planner, you expect to wear many hats. You accept and even relish the role of a financial planner, asset manager, and a …

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  • Business Development

    Help Clients Avoid These 10 Common Tax Filing Errors

    by James Nguyen February 19, 2020
    by James Nguyen February 19, 2020

    Updated June 10, 2025, at 3:16 PM With each passing tax season, there are always tax filing errors that your clients can avoid. As a financial professional, you’re entrusted with managing their …

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