Surge Business Consulting

Holistiplan’s Latest Features Make Tax Planning Smarter for Advisors Advisors, are you looking for ways to deepen client relationships through tax planning? Holistiplan’s new features are here to streamline the process, saving both you and your clients valuable time. These enhancements provide instant insights into clients’ tax situations, making it easier than ever to identify opportunities and create tailored strategies. Tax planning just became even more efficient and impactful! Learn more about how Holistiplan is transforming the advisor-client experience below:

This approach encourages us to go beyond just numbers and create plans that reflect our clients' values and life goals. By focusing on purpose, we can foster deeper connections and align financial strategies with what truly matters to our clients. Check out this insightful piece from Michael Kitces on how to integrate purpose, values, and action into your planning conversations:

An energizing two days with the outstanding team at The Advisory Group in Iowa! Already operating at a high level, their commitment to elevating their client experience even further is remarkable. Financial Independence Group and Surge Business Consulting is honored to partner with TAG as they embark on their next chapter of growth and innovation. Looking forward to watching them reach new heights while building upon their strong foundation! #FIG #FinancialAdvisors #TeamDevelpoment

!!Exciting news!! FIG launches their first-ever Next Gen Study Group in Nashville. Bringing together young and talented professionals to discuss industry insights, career development, and build meaningful connections. This is just the beginning to nurturing emerging talent in this field. Cant wait to see these bright minds grow and transform this field! #financialadvisors #finance #nextgen

Top 5 Things New Hires Look for in a New Job In today's competitive job market, attracting and retaining talent is more important than ever. These are five priorities of what employees look for in a new opportunity: 1. Growth Opportunities: Career progression, and professional development are key. New hires want to know they can grow and evolve within a company. 2. Work Life Balance: Flexible schedules, remote work options and PTO matter. 3. Company Culture: People want to work in an environment that aligns with their values. A supportive, inclusive and transparent culture makes all the difference 4. Compensation and Benefits: Competitive pay, comprehensive health benefits, and retirement plans are fundamental. Throwing a little extra that other employers don't offer can be a deciding factor for many. 5. Meaningful Work: New hires want to matter and make an impact. They seek purpose in their roles. Where their contributions help shape the company's vision and success. #Advisors #career #finance

TGIF, Financial Advisors!! Lets end this week with BANG! Here's a Friday power-up: - Embrace Niche marketing - Level up your client acquisition skills - Develop a killer brand Don't let being an employee hold you back - its time to shine! #FinancialAdvisors

Calling ALL financial advisors!!! Lets talk about the challenges in your field. Whether youre a seasoned pro or just starting out, we all face hurdles. What was your biggest struggle when transitioning into your role as an advisor? What challenges are you currently facing in your practice? Share your experience below! Your insights could help fellow advisors navigate their own journeys. #FinancialAdvisors

Don't let your clients panic during this election! Elections can make clients nervous. Your role is to provide calm, factual guidance through political uncertainty.

Don't get left behind! Learn how to leverage AI to provide better service and grow your business. #FinTech

Exciting times at Evans Financial! Just wrapped up a productive Surge Consulting visit with the talented team in Marion, Virginia. It's always inspiring to work with forward-thinking advisors like Billy who are committed to continuous improvement. Looking forward to seeing this dynamic firm reach new heights! #FinancialAdvisors #BusinessGrowth #Consulting