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business management

    Patchwork Modeling for Independent Financial Professionals blog header
    Business Growth

    The Problem with Patchwork Modeling

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

    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 various solutions, or getting deep to the foundation?”

    Using a patchwork process is common to most business owners, financial professionals not excluded. We examine a problem and often come up with quick solutions to mend the hole in the business.

    Continue Reading
    November 12, 2019
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  • Business Growth

    Key Traits of Effective Financial Advisors

    by Mark Stewart July 22, 2019
    by Mark Stewart July 22, 2019

    The alarm clock springs to a crescendo at 6:00 AM. Groggy and discombobulated, the financial professional rises from bed.

    3 FacebookTwitterPinterestEmail
  • Business Growth

    The Best Insurance Marketing Organizations: Business Partner or Vendor?

    by Karl Hoover August 9, 2018
    by Karl Hoover August 9, 2018

    Updated April 4, 2024, at 11:08 AM Choosing the Best Insurance Marketing Organization Over my 20-plus year career in the financial services industry, I’ve had the opportunity to see the industry grow …

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