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    Business Development

    Financial Planning for Women: Navigating the Gaps

    by FIG Marketing January 28, 2021
    written by FIG Marketing

    Women have made—and continue to make—strides in the quest for true equality.

    Women have come a long way, but the climb is still uphill as gaps remain across social and economic paths. Understanding these gaps and learning to navigate them is an essential task for financial professionals. Especially when it comes to managing wealth for their women clients.

    Let’s take a look at some of the prevalent gaps between women and men when assessing financial planning for women clients.

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    January 28, 2021
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  • Business DevelopmentProduct R + D

    How to Talk to Clients About Multi-Generational Wealth Planning

    by Mark Stewart January 14, 2021
    by Mark Stewart January 14, 2021

    Updated March 13, 2025, at 11:49 AM “Shirtsleeves to shirtsleeves in three generations.” Wait. What?

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  • Business Development

    What Performance Reviews & Gutters Have in Common

    by Surge Business Consulting November 23, 2020
    by Surge Business Consulting November 23, 2020

    Every fall, I have to get my ladder out and start the day-long process of cleaning my gutters. To save me the headache (and possibly a broken bone), one of these years …

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