October 20, 2016.

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Presentation transcript:

October 20, 2016

Advisory Boards Assemble the Best & Maximize the Returns

Why Seek Client Input ?

Why Seek Client Input ? Benefits

World Class Experience

World Class Experience New Opportunities

World Class Experience New Opportunities Targeted Market Research

World Class Experience New Opportunities Targeted Market Research Client Loyalty

World Class Experience New Opportunities Targeted Market Research Client Loyalty Benchmark

Who Should I Select? cross segment of clients / loudest voices / men self-employed / planning / ease of relationship couples / newer clients / business owner / staff women / CPA / employed / attorney / vendors community leaders / non-planning / advisors retired / long-standing clients / COI / singles

What Else Should I consider? Suggested Follow-up

Thank you for attending today’s call. SURGE Business Consulting developed its 20.20 Process specifically for FIG and those financial services professionals who want to take what they are building and drive it to further excellence. It is our goal to be that life and business influence that helps you achieve those dreams you had when first starting your business. Want more information about SURGE ? Visit www.surgebc.com or call Nic & John at 214.945.2605