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    Business Development

    Cybersecurity: Tips for Protecting Client Data

    by Surge Business Consulting February 7, 2019
    written by Surge Business Consulting

    Updated October 14, 2024, at 3:01 PM

    Cybersecurity is more about your risk tolerance.

    Your clients’ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, Facebook, and Google thrive because of the data you allow them to collect, both by consent and unknowingly through your interactions. That’s why it’s important to follow these cybersecurity tips for protecting client data.

    Continue Reading

    February 7, 2019
    10 FacebookTwitterPinterestEmail
  • Product R + D

    Not All Insurance Policy Reviews Are Created Equal

    by Josh Martin September 1, 2018
    by Josh Martin September 1, 2018

    Social media is a wonderful thing! That said, I never cease to be amazed at the power of public opinion and how influential places like Facebook groups can be in creating groupthink …

    11 FacebookTwitterPinterestEmail
  • Marketing + Branding

    Financial Advisor Social Media Strategy: Dos and Don’ts

    by Mark Stewart May 23, 2018
    by Mark Stewart May 23, 2018

    Updated September 6, 2023, at 4:08 PM Social media and financial professionals aren’t always a match made in heaven. And that’s okay. If you put me in front of clients, in charge …

    14 FacebookTwitterPinterestEmail
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FIG Marketing
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