SCG Presentation Formal

You're fighting for market share. You're fighting to build your business while
maintaining your family office level of service. You need a sales, marketing and
public relations campaign that works as one. You need a consulting team that
works toward your goals. Your team needs to know not only how to plan a
campaign, but how to execute that campaign flawlessly from start to finish.
The Stirling Consulting Group is the premier provider of financial services
consulting. We are the most comprehensive source of unique, customized
sales, marketing and public relations campaigns.
We specialize in high-end campaign design and management for High-Net-
Worth financial services professionals. We give our clients the edge they need
to succeed.
The Stirling Consulting Group - A new way of doing business.
To a remarkable 2006,
High-net-worth Sales and Marketing Campaigns | Public Relations and Media
Campaigns | Relationship Management | Database Development

Delivering Results That Make the difference.

Technological change and the demands of customers are combining to alter the
rules in the financial services industry. We address these urgent issues head-on
and tailor a plan that is centered around today's realities.
Success in this environment requires a balanced approach to planning and
managing change: clear strategy, goal-oriented performance improvement, and
a plan that's future-oriented, but practical now.
Organized around your challenges
The Stirling Consulting Group serves High-Net-Worth financial services
professionals. We define our services around your key challenges.
The Stirling Consulting Group is based in Fair Oaks, California and has
representatives in the following locations:
Chicago, IL
China
Columbus, OH
Folsom, CA
London, UK
Los Angeles, CA
Marina del Rey, CA
Roseville, CA
Sacramento, CA
San Francisco, CA
San Jose, CA
Chennai, India

Our Team

Our consultants have years of experience working in, and consulting to, the
financial industry in the United States and internationally. We provide senior
teams who can relate to the realities of managing change in the real world.
Committed to your success
Choose the Stirling Consulting Group as your consulting partner. We will work
with you to develop practical, measurable solutions and will be available to
provide ongoing coaching or mentoring as you move from planning to
implementation.
The Stirling Consulting Group is a unique team of freelance consultants
structured as a virtual company. The team was brought together to act as our
clients’ champion with one measurement of our success - ensuring that our
clients prosper.
Formally established in 2004, we are a focused group of professionals with
specialized expertise in financial services management, marketing, sales and
distribution.
Brian Q. Groeschel, MA - CEO - See Attached Resume
Chief Operating Officer - Our COO brings more than 50 years of experience
as an Attorney and has worked for many of the largest corporations in the
nation in senior management roles.
Chief Technology Officer/IT Consultant Our CTO has worked as a Program
Manager for NASA and has served as a consultant for the Unisys Corporation
and many other large organizations.
Director of Marketing and Sales Strategy - Our Director of Marketing is known
as the best in her industry. She has set the standard for sales and marketing
campaigns and has been a leader and mentor for many up and coming stars in
her industry. She is a published expert in her field.

Director of Operations – Our Director of Operations has been a close
associate of the Stirling Consulting Group’s CEO. He brings over 10 years of
experience in the securities industry. He has been a tremendously successful
senior manager with experience in both back office operations and client
service groups.
Executive Producer/President – Our Executive Producer/President is a true
visionary in the world of independent film production and technical consulting.
The Silverado Group is a consortium of five companies focusing on feature
length films, film production, short and long form documentaries, commercial
and corporate work, professional level sales and consumer and small business
sales.
Legal Counsel – Our Legal Counsel is a successful government and corporate
lawyer and serves as the Stirling Consulting Group’s primary legal
representative.
Technical Writer/Editor - Our Technical writer brings more than six years of
experience in the securities industry. She served as a lead technical writer and
correspondence analyst for one of the largest mutual fund companies in the
world. Her manuals and documentation are still used throughout their domestic
transfer agency.
Compliance Analyst/Notary - Our Compliance Analyst brings more than 15
years of experience in the securities industry. She was a successful brokers
assistant and also worked as a correspondence and compliance analyst for one
of the largest mutual fund companies in the world.
Sales Consultant - Our Sales Consultant brings more than 15 years of sales
experience in the telecom industry. He has set numerous sales records as the
#1 ranked salesman in their corporation.
Event Planner/Coordinator - Our Event Planner has coordinated intimate
events for small groups, as well as complex, multi-venue events. Her creative
skills have earned her accolades from local designers and party planners.
Mentors and Key Advisors
Our mentors are successful Entrepreneurs, Sales Professionals and Financial
Consultants.

Current Campaigns

Our Offering of Excellence
A True Family Office Solution
We empower families and help them build legacies.
Seize the Day
"Choose your direction, then act with all your heart. Tomorrow belongs to
those who take action today."
We empower the Independent Financial Professional
What has made Legacy Capital Management the most innovative registered
investment advisor in the country?
90 Seconds that Will Change Your Life
DVD Presentation
Gratuity not included

The Stirling Consulting Group
That’s our story.

To Launch a New Project, contact:
Brian Groeschel
E-mail: bgroeschel@stirlingconsulting.net
General: 916.962.7759
Mobile: 916.798.1754
Postal: 4790 Dewey Drive, Suite H, Fair Oaks, CA 95628
General E-mail: info@stirlingconsulting.net

Brian Q. Groeschel
7046 Lime Grove Way
Fair Oaks, CA 95628
916.962.7599 Office
916.863.1015 Residence
bgroeschel@stirlingconsulting.net
Demonstrated ability to develop immediate value by conceiving new projects and extending the
impact of assigned projects beyond expectations. The cumulative NPV additions of the last two
years exceeds $10 million with multi-year sales contracts in excess of $100 million. Fifteen years of
multidisciplinary financial and leadership/management experience has been applied innovatively and
successfully to a wide variety of problems and opportunities. Outstanding results in multi-site
operations of print and mail facilities, customer service centers and long-term investment
management relationships. Highest motivation is developing creative solutions throughout a
project’s conceptual and implementation phases that provide substantial increases in project NPV’s,
operability, and overall business success.
Strategic Planning Organizational Leadership
Performance Optimization Profitability Maximization
New Business Development Multi-Site Operations
Financial Modeling Best Practices and Benchmarking
High-net-worth Sales and Marketing Campaigns Public Relations and Media Campaigns
Relationship Management Database Development
CURRENT PROFESSIONAL EXPERIENCE
CEO, THE STIRLING CONSULTING GROUP/GROESCHEL & ASSOCIATES
Fair Oaks, CA January 1996 - present
Currently implementing two five part sales and marketing campaigns for regional
registered investment advisor (campaign contract is three years/$100 million); raising
investment and venture capital funding for two independent film companies (goal for
two projects is $6.5 million); currently implementing a Reg. D offering for a high risk,
high payout hedge/derivative investment vehicle for independent film funding; Director
of West Coast sales for cutting edge portfolio management and accounting software
firm (goal for 2006 is $500,000 in gross revenue).
DIRECTOR OF SALES, BIZFLEX, LLC
Auburn, CA May 2005 - December 2005
Overall responsibility for leading the sales team, finalizing client solutions, documenting
and implementing improved sales workflow and setting performance goals for entire
sales force.

LEGISLATIVE ADVOCATE/ANALYST, THE DONEGAL GROUP
Sacramento, CA August 2004 - present
Legislative Analyst and Advocate
Responsible for state of the art legislative support and advocacy. Key services provided
are issue identification, strategy and tactical development, initiation of legislation,
monitoring of the government agencies and reporting to the client.
Commercial Real Estate Business Plan Developer and Analyst
Responsible for researching and building business plans and timelines for projects
ranging from $2.8 million to $65 million. Performed due diligence with federal, state,
county and city agencies.
Previous Projects
$1.4 million franchise purchase $1.1 million private school purchase
Consolidated Statements, Inc. The B&E Foundation
PROFESSIONAL EXPERIENCE
FRANKLIN TEMPLETON INVESTOR SERVICES
Rancho Cordova, CA July 1992 - July 2004
Assistant Vice President Business Operations Services December 1999 - July 2004
Manager Retirement Plan Operations April 1998 - December 1999
Supervisor New Accounts July 1997 - April 1998
Senior Operations Analyst Transfer Agent
Administration
February 1996 - December 1996
Management Trainee Transfer Agent
Administration
July 1994 - November 1994
Assistant Supervisor Customer Service
Administration
June 1993 - July 1994
Dealer Services, Registered
Representative
Customer Service
Administration
July 1992 - June 1993
Financial Consultant - Merrill
Lynch Pierce Fenner and
Smith, Inc.
Private Client Group,
Roseville, CA
December 1996 - July 1997
ACCOMPLISHMENTS
Financial
Provided strategic direction and leadership to
facilitate the corporate transition from a paper
environment to cutting edge electronic delivery
Capital cost reduction was in excess of $60
million.
Created cost models for auto franchise ($1.4
million) and private school ($1.1 million)
purchases
Used for investment and strategic decisions
Financial management and modeling for high
net-worth clientele
Total assets under management in less than one
year, $10.5 million
Budget Management Overall management of a $15 million budget;
negotiated contracts in excess of $30 million

Optimization
Designed and implemented the SCG Way
process improvement flow for operational
efficiency
Decreased production time for one process from
eight weeks to two weeks. Annual cost savings
was approximately $500,000.
Redesigned new account workflow Increased accuracy rates from approximately
25% to 95% in less than one year.
Team leader/member for one of the largest
shareholder accounting system conversions in
the mutual fund industry
Consolidated three shareholder accounting
systems into one accounting system; increased
accounting system accuracy and eliminated
numerous system redundancies.
Leadership
Senior executive leader (14 years) with leadership
responsibilities over 500 employees; employees
ranged from blue collar production employees to
senior technical analysts
Multi-million dollar impact: increased efficiency,
productivity while mitigating risk across all
business areas. Fostered a team model over
multi-disciplinary work-groups.
Served as a mentor and management trainee
advisor and program manager
Provided numerous opportunities for
advancement for employees; developed highest
ranked supervisor in division
EDUCATION
University of Phoenix,
Sacramento, CA
MA November 1996
University of California, Davis BA June 1991
SECURITIES/INSURANCE LICENSES PREVIOUSLY HELD
NASD Series 6, Series 7, Series 26, Series 63, Series 65
State of California California Department of Insurance Life
and Disability License
COMMUNITY SERVICE AND PROFESSIONAL ACTIVITIES
UNIVERSITY OF CALIFORNIA, Davis – Guest Speaker, Panel Member, Internship
and Career Center
UNIVERSITY OF CALIFORNIA, Davis – Cal Aggie Alumni Association Past Board
Member and current life member.
UNIVERSITY OF CALIFORNIA, Davis – Part-time Lecturer, Textiles Department
CAL STATE SACRAMENTO – Part-time Lecturer, Family and Consumer Services
Department
CONSOLIDATED STATEMENTS – Founder, Consolidated Statements, Inc.
CALEDONIAN CLUB OF SACRAMENTO – Sacramento Valley Highland Games
and Gathering – chair of photography and corporate sponsors committees
SAINT ANDREWS SOCIETY – Honorary Member
MISS AMERICA SCHOLARSHIP PROGRAM – 1998 - 1999 Executive Director
CAMELLIA SYMPHONY ORCHESTRA – 1997 - 1999 Chairman of Grant-writing
and Board Member development committee

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