advertisement

Financial Leadership Advisors

50 %
50 %
advertisement
Information about Financial Leadership Advisors
Business-Finance

Published on August 20, 2008

Author: stacynquintin

Source: authorstream.com

advertisement

Slide 1: What would you do if you saw a sign that said, “Big Money Ahead”? www.FinancialLeadershipAdvisors.com Slide 2: Market uncertainty Consumer fear Homeowners are struggling You care about your customers and want them to be in a financial position to do business with you again Mortgages are the most overlooked aspect of financial planning even though it typically has the largest impact on a person’s financial future. Most homeowners don’t look for help until after they have already missed mortgage payments It’s time to be proactive vs. reactive CONSIDER THIS: THE HARSH ECONOMIC TIMES Slide 3: Mortgage business is declining for many Lots of brokers have closed their doors or are barely hanging on Downsizing, loss of top producers Home prices and sales are down Stricter lending guidelines, longer processing time Excess competition, harder to distinguish yourself The Broker’s dream, the day they sell their business for big profits and retire in comfort, is getting farther and farther away Is there anything you can do about it ? CONSIDER THIS: ARE YOU THRIVING OR SURVIVING? Slide 4: You might be missing the big picture. Are you providing LONG TERM BENEFITS and ONGOING EDUCATION opportunities to increase your value? Are you converting your customers into repeat clients? How do you build relationships & establish customer loyalty? Do you create opportunities to reconnect with customers? After escrow, is your contact reduced to newsletters and cards? Are you protecting your business from cyclical market conditions? Do you have ways for your employees to make more money? Are you retaining your key employees or just training your future competition? IS IT REALLY THE MARKET’S FAULT? Slide 5: Expand your business while significantly increasing your income Build a “business within a business” Retain employees by allowing them to earn more money Continue to earn money on business your employees generate even after they leave your company Generate more business regardless of market conditions Earn multiple income streams, with rights of survivorship Do more for your past and present clients by educating them and introducing them to additional services Strengthen your client base and build an additional client base with those who do not have a mortgage yet Tap into an enormous nationwide market without the considerable cost of opening a net branch We offer you the opportunity to: ARE YOU READY TO ADAPT? Slide 6: $1 MILLION QUESTION There is no guarantee that these results can or will be achieved. This example assumes all clients leave money under management for life. All compensation plans subject to change without notice. For recruiting purposes only. Financial Leadership Advisors, Inc. (FLA) is an investment advisor registered with the State of Georgia and other states, and is qualified to transact business pursuant to the rules and regulations promulgated by those states in which it is registered. FLA is not registered in, and is therefore not permitted to solicit customers in, Massachusetts, New Hampshire, North Dakota or Tennessee. This is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. FLA serves as a solicitor only and has entered into solicitation agreements with Edelman Financial Advisors LLC (Edelman Financial), with World Equity Group, Inc. (WEG) and with CLS Investment Firm, LLC (CLS). Money management services are provided by Edelman Financial, an SEC registered investment advisor, WEG, an SEC registered investment advisor and a FINRA registered broker-dealer, and CLS, an SEC registered investment advisor. FLA is not affiliated with Edelman Financial, WEG or CLS. This is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. "Would you pay $480 and pass an exam for the opportunity to be paid $1,000,000 over the next 25 years for introducing 5-15 clients to active money management?" Slide 7: $10 MILLION QUESTION There is no guarantee that these results can or will be achieved. This example assumes all clients leave money under management for life. All compensation plans subject to change without notice. For recruiting purposes only. Financial Leadership Advisors, Inc. (FLA) is an investment advisor registered with the State of Georgia and other states, and is qualified to transact business pursuant to the rules and regulations promulgated by those states in which it is registered. FLA is not registered in, and is therefore not permitted to solicit customers in, Massachusetts, New Hampshire, North Dakota or Tennessee. This is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. FLA serves as a solicitor only and has entered into solicitation agreements with Edelman Financial Advisors LLC (Edelman Financial), with World Equity Group, Inc. (WEG) and with CLS Investment Firm, LLC (CLS). Money management services are provided by Edelman Financial, an SEC registered investment advisor, WEG, an SEC registered investment advisor and a FINRA registered broker-dealer, and CLS, an SEC registered investment advisor. FLA is not affiliated with Edelman Financial, WEG or CLS. This is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. "Would you build a team of 10 people and help them each get 10 who each introduce 10-15 clients to active money management for the opportunity to be paid $10,000,000 over the next 25 years?" Slide 8: Most people don't have the education, inclination, time, experience or the resources to manage their own assets. This is where Financial Leadership Advisors (FLA) can bridge the giant gap that exists between Wall Street and Main Street, offering consumers an outstanding opportunity: to put their assets under active money management.* FLA is a Registered Investment Advisor that has relationships with world-class professional money management firms that allow us to take concepts to middle America which have traditionally been reserved for the rich. We are one of the first companies to bring this type of money management to everyone – with minimum investment requirements that are among the lowest in the industry. Now, your clients can enjoy professional money management just like the nation’s largest, wealthiest, and most elite investors! WALL STREET TOMAIN STREET * This is not a solicitation or offer to purchase any product. FLA serves as a solicitor only and currently has a selling agreement with Edelman Financial Services, Inc. and World Equity Group, Inc. (WEG). Active money management is provided by Edelman Financial Services, Inc. and WEG, a FINRA registered broker/dealer and an SEC registered investment advisor. Edelman Financial Services, Inc. and WEG are not affiliated with FLA. This information is not intended for use with the general public and does not constitute an offer to buy or sell any individual security, any group of securities, or any investment advisory services with regard to securities. Slide 9: Ways to Introduce: Refer qualified prospects for a one-on-one consultation Invite your clients to a live Seminar Invite your clients to a live Webinar Share a DVD of a recorded presentation When your clients do business with one of our advisors, you get paid! INTRODUCE CLIENTS TO ACTIVE MONEY MANAGEMENT Slide 10: OUR ADVISORY TEAM More than 90 combined years of investment experience and more than $3 Billion in AUM Edelman Financial has been in business over 20 years and has over $4 Billion in assets under management More than 50 combined years of investment experience and more than $2 Billion in assets under management Parent company has been in existence for more than 150 years and has approximately $490 billion in assets under management SEC Registered Investment Advisory Firms Slide 11: For more than 20 years, Ric Edelman and his colleagues have been helping people achieve their financial goals. Along the way, they have won more than 60 awards, helping Edelman Financial Services become one of America’s largest and most successful investment management firms— serving more individuals and families than just about any other independent advisory firm. Manages more than $4 billion for clients across the country Barron’s ranked #2 independent advisor in the nation #1 New York Times best-selling author of six books on personal finance Host of The Ric Edelman Show heard weekly on the ABC Radio Networks across the country Host of his own PBS television special ESAP is an exclusive program only available through FLA RIC EDELMAN Slide 12: STRATEGIC ALLIANCES Custodians with name recognition clients can trust Slide 13: Build a simple business in a large, complex industry You can build an entirely new stand alone second business with the income potential to exceed your current business, without having to learn another industry. Our Investment Advisors are fee-only firms. They do not make commission for selling products, but rather, their professional fee is ongoing. It is calculated as a percentage of the total assets under management (AUM) for their client’s household. This arrangement ties their interests with that of their clients; when their clients’ accounts perform well, the advisor does well. Many advisors use investment advisor representatives (IARs) who locate clients for them, allowing the advisor to spend more time managing investments and catering to existing clients. The IAR earns a portion of the portfolio management fee for the life of the account. You will NOT become a financial planner or investment advisor. All you do is refer business! Remember, you are in the business of active money management, but not in the practice of active money management. WHY REFER? Slide 14: The Magic of Compound Recurring Income Building Assets Under Active Money Management with FLA • Average Account Size: $100,000 • Average Rate of Return: 12% • 3 New Accounts Per Month for 4 Years • 144 Total Accounts The above hypothetical examples are for illustrative purposes only. There are no guarantees that these results can or will be achieved. This example assumes all clients leave money under management for life. All compensation plans subject to change without notice. You now have a minimum $100,000 annual income for life. THE PERSONAL FOUR YEAR PLAN Slide 15: You do the Four-Year Plan and Build 10 Direct Leaders with FLA who do the same. Personal and team bonus commissions continue to compound years 5-20 and beyond for only 4 years work. THE TEAM FOUR YEAR PLAN This is the first time in history that The Rule of 72 applies to your cash flow — the Magic of Compound Residual Income. Slide 16: The hardest work of all? Doing nothing.

Add a comment

Related presentations

Related pages

Leadership Advisors Group – We believe in the power of ...

Welcome to Leadership Advisors Group. ... Strategic planning is the leadership driven discipline that ... — Financial Times 2012 Rankings One Year ...
Read more

Wealth Management - thefinancialleadership.com

Wealth Management Your own personal CFO. Financial Leadership’s advisors are not compensated through investment decisions, which always place an advisor ...
Read more

Financial Leadership Advisors Inc - Macroaxis

Financial Leadership Advisors Inc details including advisor performance, reviews, feedbacks, contact information.
Read more

Financial Leadership - Best Investment Advisors

Financial Leadership is a registered investment advisory firm located in Johnson City, Tennessee. The firm manages 43 accounts totaling an estimated $ ...
Read more

Financial Leadership Advisors, Inc. - BrightScope.com

Contact Financial Leadership Advisors, Inc. or view Financial Leadership Advisors, Inc.'s ratings, investment advice, financial planning and insurance ...
Read more

Leadership – Redhawk Wealth Advisors

Mr. Strom has been in the financial services business since 1981. He earned the Certified Financial Planner (CFP) designation in 1984 and has taught the ...
Read more

Thought Leadership for Financial Advisors - BrightTALK

Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management ...
Read more

Ameriprise Leadership Development | Ameriprise Financial

Students Experienced Advisors. The Ameriprise Difference. Advisor Opportunities. Ameriprise Advisor Group. Ameriprise Franchise Group. Women Advisors
Read more

Financial Planning Advice and Financial Advisors ...

Access your Ameriprise Financial account or learn about products and services provided by Ameriprise Financial.
Read more

Team | Experienced Financial Advisors & Property Advisors

Meet our Experienced Financial & Property Advisors in UK. Our expert has over 30 years of experience in the property sector. Book Your Appointment Today!
Read more