1. October 20, 2016

2. Advisory Boards
Assemble the Best & Maximize the Returns

3. Why Seek Client Input ?

4. Why Seek Client Input ?
Benefits

5. World Class Experience

6. World Class Experience New Opportunities

7. World Class Experience
New Opportunities
Targeted Market Research

8. World Class Experience
New Opportunities
Targeted Market Research
Client Loyalty

9. World Class Experience
New Opportunities
Targeted Market Research
Client Loyalty
Benchmark

10. 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

11. What Else Should I consider?
Suggested Follow-up

12. Thank you for attending today’s call.
SURGE Business Consulting developed its 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.
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