Surge Business Consulting

06/03/2024

Don't let experience stand in the way of finding your next great hire!

Think 'past experience' is involved? When you're trying to find a superstar, think again.

02/09/2024

Are you meeting with your clients enough?

What the quality and quantity of meetings can mean for advisor-client relationships.

12/18/2023

Great advice!

Financial advisor Jonathan Shenkman explains how he came to realize that naming his practice after himself wasn’t in its long-term interests.

11/14/2023

We can do better by having a Next Gen strategy!

The industry researcher says advisors need to make more of an effort to reach clients’ children.

11/13/2023

Cyberattacks are always something to be on the alert for, but over the holidays, even more so.

Cyberattacks increase by 30%1 during the holiday season.Did you know that financial institutions are the top target for cyberattacks?As a financial professional, your clients trust you with their highly sensitive information, so it’s up to you to put the right measures in place to safeguard that ...

06/15/2023

Great advisor recruiting tips!

Need to source great talent for your wealth management firm? Consider these insights from two recruiting experts.

05/19/2023

Lori Miller, head of our Talent Solutions Division, and I had a great time being guests on the Retirement Inside Out Podcast. For the latest on hiring and retaining talent, check us out!

Finding great talent is achievable, but what happens when there's no sustainability plan in place? We had the pleasure to be joined by our own practice…

05/11/2023

Is your team performing at their highest levels?

05/04/2023

If you choose not to use FIG Talent Solutions to find your next hire and DIY, here are some tips to help.

It is frustrating for us to try and add to our great team when there are so few “good” people in the market from which to choose.

04/27/2023

Are you looking for ways to Partner with other professionals?

Having recognized the myriad benefits of an advisor-CPA collaboration, here is how to embark upon the process of finding the ideal partner.

04/25/2023

We can assist with all these major challenges!

Ending an unprofitable client relationship is just one of the many challenges facing financial advisory firms.