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"long-term care"

    Business Development

    Advisor Advice: Incentivizing Talent

    by Surge Business Consulting May 15, 2018
    written by Surge Business Consulting

    The number one asset and conundrum in our business models today; TALENT.

    How to source, retain, and incentivize all levels of talent will remain top-of-mind for small businesses
    and boardrooms as financial services evolves.

    There is no need to mention the past simplicity of managing talent. People were hired, grew at a certain
    pace based on the person and company, and at some point, retired for a calmer lifestyle. Today,
    complexity reigns with our talent and will metastasize with everything from fewer employee entrants to
    artificial intelligence.

    Now is the time to execute strong incentivization to enhance and sustain top talent in our businesses.

    Continue Reading
    May 15, 2018
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  • Business Development

    Talent and Acquisition: Leading Multi-Generational Teams

    by Tom Lamendola October 30, 2017
    by Tom Lamendola October 30, 2017

    Updated October 10, 2024, at 3:05 PM Stop me if you’ve heard this before: A millennial, a baby boomer, and a Gen X-er walk into a bar… That was meant to deceive …

    3 FacebookTwitterPinterestEmail
  • Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    by J. Wesley Knowles June 15, 2017

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand …

    9 FacebookTwitterPinterestEmail
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