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  • "Most of us have a pretty clear idea
    of the world we want. What we lack is
    the understanding of how to go about
    getting it."
    - Hugh Gibson

  • Surge - noun [surj]
    A sudden powerful or
    upward movement

  • Businesses of all sizes must
    make time to examine risks and
    opportunities that will impact
    sustainability and growth.
    Your business is not exempt.

Welcome to Surge

 

Surge Business Consulting

SURGE Business Consulting engages with financial professionals to create tailored business solutions to maximize growth in their respective businesses. Through our 20/20 process, Surge holds itself and the financial professional accountable to reaching new heights together.

It is your time to SURGE!

Surge has developed a proprietary process to deliver optimum results to its exclusive members and their businesses. It is called Surge 20.20.


What is 20.20?

It's a systematic approach that gives you a clear and concise vision to execute change inside your business.

20.20 was created to help you extract maximum potential as a financial professional. Each day you face personal and business challenges that impact the future of what you have worked so hard to build.

20.20 is a systematic approach that will identify challenges, adjust your business model and hold all parties accountable with the goal of surging to new heights immediately.
Three important questions:

  • Are you fully prepared to execute your business plan to become explosive?
  • Is your business vision clear and concise to execute change inside your business?
  • Are you willing to dedicate 20 minutes 20 days per month to be accountable and focus on your business?

With the help of SURGE you will create new personal and business habits that will impact you for the remainder of your business as a financial professional.

“Most of us have a pretty clear idea of the world we want. What we lack is the understanding of how to go about getting it” – Hugh Gibson.

What is 20.20?

It's a systematic approach that gives you a clear and concise vision to execute change inside your business.

20.20 was created to help you extract maximum potential as a financial professional. Each day you face personal and business challenges that impact the future of what you have worked so hard to build.

20.20 is a systematic approach that will identify challenges, adjust your business model and hold all parties accountable with the goal of surging to new heights immediately.
Three important questions:

  • Are you fully prepared to execute your business plan to become explosive?
  • Is your business vision clear and concise to execute change inside your business?
  • Are you willing to dedicate 20 minutes 20 days per month to be accountable and focus on your business?

With the help of SURGE you will create new personal and business habits that will impact you for the remainder of your business as a financial professional.

The Process

 

About Us



A CREATIVE
VISIONARY

NICHOLAS ROSS

Nicholas Ross created SURGE with a vision of helping financial professionals maximize personal and business success by systematic engagement and being accountable to execution. Nicholas has been in financial services for over 20 years and his passion for the financial sector is relentless. From careers as a retail financial advisor and executive at a registered investment advisor broker-dealer, to ten years inside one of the largest privately-held brokerage general agencies in the world, Nicholas knows how to build a sustainable and successful financial services business. For over five years Nicholas has tailored solutions for entrepreneurial financial professionals with one goal in mind – to fulfill the vision of becoming the very best. Nicholas and his wife Jennifer have two children and reside in Cornelius, NC. Nicholas is a dedicated runner, has a passion for investments and insurance he calls his “sickness” and enjoys spending as much time as possible with his family. One of Nicholas’ favorite quotes and philosophy he often uses in business consulting comes from the Wells Fargo team handbook – “Sales will not necessarily increase service but increases in service will drive sales”.

JOHN SCHWALENBERG

John Schwalenberg joined SURGE from Williams Financial Group, an independent broker dealer, where he most recently served as a Practice Management Consultant. John enjoys being a resource for financial professionals with a desire to enhance skills and grow their business. During his 30-year career in financial services, he led a corporate services team, as well as having research sales and institutional trading roles at Sterne Agee, RBC Dain Rauscher, Swiss Bank, and the Chicago Board Options Exchange. John is also a licensed realtor and understands the demands placed on small business owners. He is often sought after for advice on organizational processes, sales, and marketing by sole proprietors across various industry sectors. John met his wife Aleece while on the way to earning a BS in Finance from The University of Alabama. They have 3 grown children and share their Dallas home with 2 miniature schnauzers. When not cheering on the Crimson Tide, John spends his free time pedaling across north Texas on his flat-bar road bike. And he loves coffee ice cream.



PROFESSIONAL AND
RESOURCEFUL

News & Events

Monthly Power Surge Calls


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Best Practices

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The Vault

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