October 20, 2016.

Slides:

Advertisements

Similar presentations

SOCIAL PERFORMANCE TASK FORCE 1 An Introduction to Social Performance Making Microfinance Matter for Clients and Their Families: Ensuring a Social Performance.

Advertisements

D3 Financial Counselors What we do for our Clients.

LIVE IN L.A. Your all access pass to complete Wealth Management Navigator – Powered by Salesforce Bruce Plaskett, Vice-President, Dealer Services Achieving.

CERTIFIED PERSONAL FINANCIAL ADVISOR. CPFA Independent Financial Advisors are an important and growing segment of professionals who contribute to the.

Plymouth City Council IMPROVING CUSTOMER SERVICE Barbara Culverhouse Head of Revenues and Benefits, Project Sponsor Hannah Metson Project Manager.

Target Account Plan Find this helpful? Please tell your friends!

CRVA Strategic Plan Fiscal February 2, 2011.

The Roles and Responsibilities of a Board Member David Montgomery Nebraska Department of David Montgomery Nebraska Department of Health & Human Services.

Ifs ProShare John Collison Head of Employee Share Ownership ifs ProShare.

CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client

Defined Benefit Plans for Small Business Owners Give Your Self-Employed & Small Business Clients a Presenting…

John Sheridan BVetMed CVPM DMS MRCVS It’s all in the Numbers.

| February 18, 2016.

Midwest Microwave Your Premier Executive Services Partner The Importance of Planning for a Lifetime… Securities offered through ProEquities, Inc., a Registered.

How United Way Works to Advance the Common Good. How United Way Works 2 To improve lives by mobilizing the caring power of communities Mission of the.

Discover How Successful Advisors Get in the Door. Retirement Plan Prospecting Intended for financial professionals, third-party administrators and consultants.

With Solid Rock Wealth Management. What Is Solid Rock Wealth Management Solid Rock Wealth Management is an independent fee-based wealth management firm.

Project Part 1. Groups  Break into 5 groups of 4!  This will be your group for the rest of the time you are in high school  This semester you will.

 Current 5 year strategic plan has expired  New 3 year plan required 2.

Pre-school Learning Alliance Organising, Operating and Delivering the service at Queens Park Children’s Centre.

NEW RULES OF SAVING WORKBOOK Presented by:. Workshop Goals: Know Your Risks! _____ Risk The risk in how you save _____ Risk The risk in how your funds.

Financial Consulting Services in Abu Dhabi

Procurement Development Programs

1.01 Understand marketing’s role and function in business to facilitate economic exchanges with customers. Marketing Management 1.01.

Florida Association of Legal Support Specialists, Inc.

How TO MAKE Career Night A SUCCESSFUL EVENT

National Leadership Opportunities

Hopwood Medical Centre

BUSINESS FINANCE AND TECHNOLOGY DEPARTMENT

Strategic Management and the Entrepreneur-Over view

Personal Branding: Differentiating Yourself From The Competition

Physician recruitment and retention strategy

IBM Big data applications

PRODUCER PLANNING TOOL

Researching New Audiences

Describe marketing functions and related activities (MK:002, MK LAP 1)

By: Cassidy Frericks, Northwestern High School

Symbiotic Relationships

The Path to National Leadership

The Legacy Property Fund Growing Conservation Philanthropy

Committed to Excellence

Emergency Center of Excellence

Why are you learning English ?

LEADERS IN HEALTH PROFESSIONAL EDUCATION.

Great story. Big benefits.

Choose Right CPA for Doctors

American Portfolios offers investment advisory services. We are an SEC Registered Investment Advisor offering investment advisory services.

Skilled Dental CPA at Velin & Associates

MGT 418 EDU Lessons in Excellence-- mgt418edu.com.

Prudential Financial Planning Services

You: Working with Young Children

Women, leadership and public life:

Succession Planning The 10 Most Important Non-Legal Questions

Employee Compensation Planning

PERTH - MEMBER CONSULTATION FORUM

PRODUCER PLANNING TOOL 2015

Measure and Manage Your Social Value in North Wales

Value Proposition Workshop: Finding Your Unique Value

Client Development Mastery

Thank You!! For More Information Visit: m/ Call to :

Succession Planning The 10 Most Important Non-Legal Questions

Our Diversity Journey: Changing Ourselves to Help our Clients Change

Thanks for being here – it’s really cool to see the library outside the library. - Community member at a meal program “It is nice to meet you in.

Unit 3.23 How businesses operate

1. Why Marketing Research?

School Delegation Orientation

Independent Professional Advice for Today and Tomorrow

Working with Young Children

How to Target Potential Customers

I Don’t Have a Sponsor Yet. What Do I Do?

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