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business consulting

    Business Development

    5 Things You Should Do Before Retiring or Selling Your Business

    by Nicholas Ross February 12, 2020
    written by Nicholas Ross

    Updated on February 12, 2020 at 9:45 AM

    “Time flies.”

    It’s common verbiage amongst us, and it’s especially prevalent with financial services professionals. Whether you’re a sole practitioner, or lead a team of multiple planners, time spent on the business often escapes even the finest time managers.

    From reviewing markets and product options to daily client management and planning needs, time escapes the best of us. It’s as simple as that.

    Continue Reading
    February 12, 2020
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  • Business Development

    The Problem with Patchwork Modeling

    by Surge Business Consulting November 12, 2019
    by Surge Business Consulting November 12, 2019

    A definition of patchwork is the piecing together of multiple parts for the betterment of the whole. A question all financial professionals should ask of themselves is, “Am I patching problems with …

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  • Business Development

    Tom Hegna: How Retirement Planning is Changing

    by Tom Hegna May 14, 2019
    by Tom Hegna May 14, 2019

    Originally published on www.tomhegna.com If you’re at all familiar with the first chapter of Paychecks and Playchecks: Retirement Solutions for Life, you know we’re experiencing a paradigm shift in retirement planning. The …

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