Coaching services to assist financial advisors in understanding their mission, market, method and medium in driving high net-worth clients to their practices.

1. Kimberly A. Branch,CFP®, CLTCPresident

2. 4 M&Ms of Generating Revenue Mission Market Message Medium (5) Client Events and Seminar Strategies Branding & Graphic Collateral Websites Press Releases Coaching and Mentoring Programs

3. 4WARD Vision 90-Days 30- Days 10/4 5 4 5 Today 6/4 4 2 4 4/4 1 1 3 Direct Connect(#Reps/#Seminars) Branding & Graphic Website NEXT Challenge For Broker/Dealer Use Only

4. YOUR Team For Broker/Dealer Use Only

5. Advisor Nation Survey Top Ten Most Effective Advisor Prospect Marketing Activities Activity Ranking 1-Client Referrals 2-Seminars 3-Networking using Social Media 4-Use Direct Mail Service 5-Email Services (newsletters-eblasts) 6-Print Advertising 7-Webinars 8-Purchase Leads from lead service 9-PR Services 10-Online Advertising 97% 77% 57% 59% 66% 58% 56% 51% 51% 52%

6. 1st MEDIUM – Seminar Marketing ELITE ADVISORS HOSTING EVENTS 46% = 20 Events Annually 43% = Quarterly Events.

7. Top 10 – MUSTs for Successful Events Vision Budget Logistics Invitations (PR) Reservation & Confirmation Calls Hosting the Event

8. Setting Appointments at Event Follow-up Tracking Your Vision Tweaking Top 10 – MUSTs for Successful Events

9. Getting into the Zone

10. Fall & Holiday Theme Event Ideas Pumpkin Carving Contests Ginger Bread House Making Contests Meet Santa – invite the kids! Holiday Charity Brunch – bring a toy for Toys for Tots as your entry fee Makeover for the Holidays with Fashion Show Festive Fitness Party Ring in the New Year Dancing Like a Star

11. 4WARD – DIRECT Connect Turn-Key Seminar Division Direct Mail List – over 250m Consumers (drill down by occupation) Design Invitation – Customized with your Brand Seminar Coaching Print and Sort and Mail Reservation & Confirmation Service (24/7/365) 0% Interest Loan Program (2-months grace, 3-months to pay back loan) For Broker/Dealer Use Only

12. EVENT Invites For Broker/Dealer Use Only

13. 2nd MEDIUM – Branding Visual Communication is part of your daily life. Make your business a part of theirs through BRANDING. Logo Design:Your identity Branding Package Brochures: Fully Customized Advertising Event Materials For Broker/Dealer Use Only

14. LOGO DESIGN –YOUR IDENTITY A logo makes your company look more professional to your clients & prospects. It immediately identifies your brand. Over time, you can establish a sense of quality and confidence people can expect whenever they see it. For Broker/Dealer Use Only

15. For Broker/Dealer Use Only

16. For Broker/Dealer Use Only

17. BRANDING/LOGO DESIGN –THE PROCESS For Broker/Dealer Use Only

18. BRANDING PACKAGE For Broker/Dealer Use Only

19. BROCHURES Log on to nextrep.com >> marketing >> 4WARD Graphics Download and print the brochure request form to get started. Editing assistance is also provided, as well as custom design as needed* For Broker/Dealer Use Only

20. COMPREHENSIVE BROCHURE & BRANDING PACKAGE For Broker/Dealer Use Only

21. COMPREHENSIVE BROCHURE & BRANDING PACKAGE For Broker/Dealer Use Only

22. COMPREHENSIVE BROCHURE & BRANDING PACKAGE For Broker/Dealer Use Only

23. THE POWER OF BRANDING For Broker/Dealer Use Only

24. 3rd MEDIUM – Websites that WOW

26. 0% Interest Financing

27. Seminar & Events Manager

28. TrainingFor Broker/Dealer Use Only

30. Easy to Use (Like Microsoft Word)

31. Text

32. Images

33. Links

34. Video & AnimationsFor Broker/Dealer Use Only

36. 4th MEDIUM – Press Releases For Broker/Dealer Use Only

37. 5th MEDIUM – Coaching & Mentoring PARTNERING WITH YOU ON YOUR JOURNEY TO THE TOP

38. NEXT CHALLENGE PARTICIPANTS -GDC Growth For Broker/Dealer Use Only

40. GOLD CHALLENGE

42. Strategic Visionary Planning with Marketing Specialists

43. Client Audit Program by Advisor Impact

44. NEXT Challenge Newsletters

45. Interim Inspirational Calls

46. Selection of Modules Prices subject to change for 2010 For Broker/Dealer Use Only

48. Client Experience (5 Modules)

49. Marketing (6 Modules)

50. Build Your Business (6 Modules)

51. Transitioning to Fee-Based BusinessFor Broker/Dealer Use Only

52. THE NEXT CHALLENGE – CLIENT LOYALITY For Broker/Dealer Use Only

53. THE NEXT CHALLENGE – CLIENT LOYALITY The Lucky 7 C’s of Client Loyalty Communication Character Chemistry Caring Competence Cost-effectiveness Consultative For Broker/Dealer Use Only

55. Make better decisions

56. Set better goals

57. Reach goals faster

58. Become Financially more successful

59. Have a better personal and enriched life

60. Make a bigger impact on the world

61. Be a better leader

62. Reduce stress

63. Develop a clear success strategy to keep your competitive advantage.For Broker/Dealer Use Only

64. It’s NOT all about the Money

65. Empowering you to execute your vision through innovative and inspirational initiatives Mission Market Message MediumClient Events and Seminar Strategies Branding & Graphic Collateral Websites Press Releases Coaching and Mentoring Programs Thank You! For Broker/Dealer Use Only