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FIG Marketing

  • FIG News
    • Events
    • Press
    • Community Relations
  • Product R + D
  • Marketing + Branding
  • Business Development
  • Industry Insights
Tag:

surge

    Your Clients Need These 3 Things
    Business Development

    Your Clients Need These 3 Things

    written by Surge Business Consulting

    Updated February 14, 2019, at 12:52 PM.

    It seems as if the music will never end in this current market. Your clients continue to receive (what appears to the novice) good news daily, and momentum is in full play. Let’s not forget your clients aren’t professionals for the most part, and need more of your time in the new year whether they realize it or not. Most readers have heard the adage, “be careful to not get ahead of your skis”.

    We believe this is starting to be the case for many retail clients. Nothing seems to derail the retail investor as early signs of euphoria appear. Advisors know times like these are exactly when clients need them most. Three things clients will certainly need: talent, education, and offerings.

    Continue Reading

    Your Clients Need These 3 Things was last modified: October 22nd, 2020 by Surge Business Consulting
    January 2, 2018
    1 LinkedIn Facebook Twitter
  • Business Development

    3 Things Front-and-Center In 2018: A Surge Special Report

    by Surge Business Consulting December 1, 2017

    With one month remaining in another exciting year in financial services, 2018 rolls in at a record pace. Tax reform continues its march, the bull is still roaming the streets, and advancements…

    1 LinkedIn Facebook Twitter
  • Business Development

    Are Consumers Financially Complacent?

    by Surge Business Consulting October 25, 2017

    “Success breeds a disregard of the possibility of failure” – Hyman Minsky. Complacency causes one to believe the end is further out than may be, and when the curtain closes the pain…

    0 LinkedIn Facebook Twitter
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