Has your business grown to a point where you feel like it is running you when it should be the other way around?
What happened to the good old days where your time was solely focused on helping people achieve financial security? What happened to the passion and excitement you had when you opened your practice? Well, after hundreds, if not thousands of appointments your practice grew. However, that growth brought along its challenges, and if you are like most entrepreneurs in this space, you are making decisions on the limited information you have available to you.
Now, instead of doing what you love to do best, which is meeting with clients, you are pushing paper, dealing with difficult staff members, wondering why your marketing hasn’t brought in enough people for you to see, working on simple but time consuming client issues, and the list goes on and on.
You sit back and wonder why your business isn’t growing after all of the hard work you are putting in. You are at capacity but aren’t seeing the success that you envisioned for your business.
If this sounds like you. Then it is time to SURGE!
In 2016, FIG acquired SURGE, an exclusive financial services consulting firm. Through SURGE, FIG specializes in getting advisors to extraordinary heights and keeping them there.
SURGE is different than any coaching program or consulting group in the industry that you may have worked with in the past. SURGE helps develop your strategic initiatives, creates tactical processes to execute, and holds you accountable to sustaining optimum growth.
Our process is driven by an in depth investigation process into all facets of your business, providing you with a detailed summation of our findings, and then a year or more of accountability and execution to help you achieve all new levels of success.
Over the past couple of years, we have sent our team out to our top advisors’ offices to go through the SURGE process. The consistent feedback that we have received is that taking the time to work on their business alongside SURGE was by far the best investment that they have ever made.
One of the many powerful stories that comes to mind from a SURGE client was from a very experienced advisor that we have worked with for many years. He has had many great years of growth since joining FIG but has recently seen a plateau in his production over the past few years. He felt like he was missing something but couldn’t quite put his thumb on it. After his time with SURGE, together they identified a more efficient process in his meetings with potential clients. The advisor, with the help of SURGE, modified his approach and provided his prospects with one picture that explained everything they did and incorporated a visual demonstration of what his firm focused on. The results were phenomenal. His closing ratio went from roughly 40% to over 75%. He is now closing more business and to his surprise is attracting more affluent clients as well. Such a small change that needed to be made to create a huge impact. *
So, if you are tired of chasing a dream that doesn’t seem to get any closer because the business won’t let you, then it is time to SURGE!
*As rendered directly from financial advisor business metrics, Summer 2016.