1. www.surgebc.com | info@surgebc.com February 18, 2016

2. www.surgebc.com | info@surgebc.com Growing Your Business To Flourish Mentoring Next Gen Advisors For Mutual Growth

3. www.surgebc.com | info@surgebc.com Finding the Next Gen Advisor Age - ‘like-to-like’ Expertise - complementary skill set Team Responsibilities Team Succession Plan

4. www.surgebc.com | info@surgebc.com Mentoring is Sharing of :Knowledge Wisdom Professional Skills Expertise

5. www.surgebc.com | info@surgebc.com More on Mentoring Foster insight Engagement:1-on-1 & group setting Structured or Unstructured

6. www.surgebc.com | info@surgebc.com Goals of Mentoring Knowledge & skill development Personal & professional development Motivate, encourage & build confidence Aids in retention

7. www.surgebc.com | info@surgebc.com Leading the Next Gen Advisor Identify needed skills & wisdom Two way cross-generational mentoring Support informal mentoring Other internal & external mentors Organizational strategy

8. www.surgebc.com | info@surgebc.com Personal productivity Marketing & client retention Advisory & planning needs Personal interaction - communication Business management Developing the Next Gen Advisor

9. www.surgebc.com | info@surgebc.com Supporting the Next Gen Advisor (& their NG clients) Technology Online processing Social Media Go digital ---> Robo advisor option

10. www.surgebc.com | info@surgebc.com Mentoring Next Gen Advisors for Mutual Growth “The delicate balance of mentoring someone is not creating them in your own image, but giving them the opportunity to create themselves.” - Steven Spielberg

11. www.surgebc.com | info@surgebc.com Thank you for attending today’s call. SURGE Business Consulting developed its 20.20 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. Want more information about SURGE ? Visit www.surgebc.com or call Nic & John at 214.945.2605