The Surge™ TOP 10 MOST ADDRESSED Surge™ has helped hundreds of companies across the financial services industry identify strengths and deficiencies to ultimately grow, improve and transform their firms. Through years of analysis and implementation, the expe ise Surge™ offers is incomparable.
EVOLVED MARKETING PATH
REDUNDANT PROCESSES
TECHNOLOGY DEFICIENCIES
FEE COMPRESSION
NEXT GENERATION MODELS
CENTERS OF INFLUENCE
EMPLOYEE COMPENSATION
EXPANSION
DIGITAL MEDIA & MARKETING
CONTINUITY & SUCCESSION
Financial Independence Group | 19520 W. Catawba Ave., Suite 200 Cornelius, No h Carolina 28031 (800) 527-1155
www.SurgeBC.com