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Business Development

    Business Development

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

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

    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 may take months to find the right person, it’d be wise to begin the hiring process sooner rather than later.

    Surge Business Consulting has many years of experience in this area, so we’ve pulled together hiring best practices for you to address and think through before kickstarting your hiring process.

    Continue Reading
    February 11, 2021
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  • Business DevelopmentMarketing + Branding

    4 Quick Tips to Generate Referrals from Existing Clients

    by FIG Marketing January 7, 2021
    by FIG Marketing January 7, 2021

    Updated March 22, 2024, at 11:00 AM Where do you start when you want to generate more referrals for your financial planning firm? Look to your current clients. Client retention is one …

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  • Business DevelopmentProduct R + D

    Why Care Planning is Vital to a Financial Advisor’s Business

    by Alecia Barnette November 30, 2020
    by Alecia Barnette November 30, 2020

    Updated April 10, 2024 at 3:45 PM Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt …

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