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    Business Development

    Michael Kitces Podcast Summary: Embrace Self-Advocacy in Financial Planning

    by FIG Marketing April 29, 2021
    written by FIG Marketing

    When we first launched the Retirement Inside Out podcast, we set a mission to create more thoughtful discussions in our industry to help financial professionals meet and exceed today’s retirement industry demands.

    So when we had the opportunity to sit down for an episode with financial planning expert Michael Kitces from Nerd’s Eye View and Kitces.com (among many other accolades), we were dazzled by his viewpoints on topics like prospecting and capturing new clients and the focus in today’s fast-changing financial world.

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    April 29, 2021
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  • Business DevelopmentMarketing + Branding

    Top Client Concerns to Help Increase Engagement & Drive New Business

    by Mark Stewart April 15, 2021
    by Mark Stewart April 15, 2021

    Using data to improve your practice is an important step in taking your business to the next level. That’s why we’ve surveyed over 100 clients on behalf of our advisors to gauge …

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  • Business Development

    How to Be Brilliant On Your Next Hire [Talent Acquisition Tips]

    by Surge Business Consulting February 11, 2021
    by Surge Business Consulting February 11, 2021

    Updated October 14. 2024, at 2:31 PM Hiring is expected to increase for people that financial professionals typically want to add to their business. Considering the high demand and knowing it sometimes …

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