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Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Welcome to the 5th Annual Sales Conference
Hosted by Brokers International Financial Services, LLC
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Matt BottPresident and Chief Marketing Officer,
Brokers International Financial Services
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Thank you to our sponsors.
Platinum
Brokers International, Ltd.
Silver
ING Annuity and Asset Sales
Bronze
NorthStar Realty Securities
Strategic Storage Trust, Inc.
American Trust Retirement
Host
Pershing LLC.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
Your partner in independence• The year in review
• What lies ahead
• Trends in the marketplace
• Our partnership
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
The year in reviewHistoric growth
AUM (in millions)
Pershing Reps (#)0
50
100
150
200
250
200820122013 YTD
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
The year in review• Staffing• Software• Products
Staffing
Software
Products
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
The year in review• Staffing
John Brickhouse, VP of Business Development
Kyle Pieper, Recruiting Specialist
Tamara Watts-McPhail, Commissions and Licensing Coordinator
Marilyn Behr, Administrative Assistant
David Henry, Transaction Supervisor
Janeen Pearson, Transaction Supervisor
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
The year in review• Staffing• Software• Products
Staffing
Software
Products
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
What lies ahead• Branding changes• New website• Proposal system• Advanced IAA in Fort Worth, Texas• Refocused recruiting strategy
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
Topics in the marketplace• Success• How advisers can impact retirees• Emotions and decision-making
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
Our partnershipBringing value to you
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Brokers International Financial Services, LLC
Our Value Proposition
Brokers International Financial Services, LLC is committed to
financial professionals and their clients by providing flexible
investment solutions and service with integrity.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Bill McCartyPresident and CEO
Brokers International, Ltd.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
“Designing Client Disability Programs”
Scott FletcherDisability Specialists, Inc.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Keynote Address
Bob DaviesHigh Performance Training, Inc.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
“How to use GenTech”
Brandon MorinGenTech, LLC
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Luncheon / Vendor Exhibit Hall Open
11:30 a.m. to 1 p.m.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Thank you to our sponsors.
Platinum
Brokers International, Ltd.
Silver
ING Annuity and Asset Sales
Bronze
NorthStar Realty Securities
Strategic Storage Trust, Inc.
American Trust Retirement
Host
Pershing LLC.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Breakout Sessions
1:35 to 2:30 p.m.Woodbury Room
Why BI?
Hancock RoomA Diversified Investment in Senior Housing
Shelby RoomPershing Products and Services
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Breakout Sessions
2:40 to 3:30 p.m.Woodbury Room
Beyond Insurance and Annuities
Hancock RoomRollover 2013: Seizing the Opportunity
Shelby RoomAlbridge: A Consolidated Approach to Wealth Reporting
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Breakout Sessions
3:40 to 4:30 p.m.Woodbury Room
Retirement Ally Strategies Preview
Hancock RoomReal Estate Investments for Turbulent Times
Shelby RoomWhy American Trust Retirement?
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Thank you to our sponsors.
Platinum
Brokers International, Ltd.
Silver
ING Annuity and Asset Sales
Bronze
NorthStar Realty Securities
Strategic Storage Trust, Inc.
American Trust Retirement
Host
Pershing LLC.
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Reception
Polk Room
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Welcome to the 5th annual sales conference dinner and awards ceremony
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Sales idea award
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
2012 Award
Winners
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Assets Under ManagementTop performers
Steve Lomsdalen
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Assets Under ManagementTop performers
Peter Bakalis
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Assets Under ManagementTop performers
Jan Mohamed
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Assets Under ManagementTop performers
Bryan Karsner
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Assets Under ManagementTop performers
Kelly Monroe
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Newcomer of the YearTop performers
Scott Harris
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Newcomer of the YearTop performers
Douglas Kiffmeyer
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Newcomer of the YearTop performers
Scott McKay
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Newcomer of the YearTop performers
Barb Sullins
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Newcomer of the YearTop performers
Jan Mohamed
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
Hugh Duke
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
Ray Evans
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
Bryan Karsner
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
Dwain Pickens
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
Stephen Lomsdalen
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
John Manry
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
Jan Mohamed
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
Kelly Monroe
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total ProductionTop performers
John Azodi
Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com
Total Production2012 Taurus Award Winner
James Zdroik