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    engage and communicate with remote staff members blog header FIG marketing
    Business Development

    How to Manage & Engage Remote Employees [9 Tips for Remote Work]

    by Mark Stewart March 27, 2020
    written by Mark Stewart

    Updated September 27, 2023, at 10:43 AM

    If you’ve never had to deal with remote workers before, you’re not alone.

    COVID-19 jumpstarted the trend, and it’s now here to stay. And although it’s preferable to establish clear policies, guidelines, and training in advance, sometimes things change fast and you have to adapt on the fly.

    However, there are specific and calculated ways to get reliable productivity and open communication out of a remote-working team. Here are some tips and recommendations to help your employees stay effective and informed while you keep your distance.

    Continue Reading
    March 27, 2020
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  • Business Development

    Cybersecurity: Tips for Protecting Client Data

    by Surge Business Consulting February 7, 2019
    by Surge Business Consulting February 7, 2019

    Updated October 14, 2024, at 3:01 PM Cybersecurity is more about your risk tolerance. Your clients’ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, …

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  • Business Development

    My Ideal Client

    by Surge Business Consulting July 24, 2017
    by Surge Business Consulting July 24, 2017

    As financial services professionals, we are often asked what defines our ideal client? The response is clearly subjective and will vary tremendously within our reader base. We posed this question to many …

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