1. W E LIVE IN THE DAYS OF FREE AND LIMITLESS INFORMATION B UT ONE THING STILL STANDS … Y OU GET WHAT YOU PAY FOR

2. Provide the tools and knowledge to GROW OUR BUSINESS: ACQUIRING NEW CLIENTS RETAINING EXISTING CLIENTS INCREASING SHARE-OF-WALLET COMPLYING WITH LEGISLATION AND REGULATIONS RUNNING YOUR PRACTICE MORE EFFECTIVELY without bias and without pop-ups and advertising O UR M ISSION IS S IMPLE :

3. “Free” information websites require the continuous addition of articles to attract click through rates for their advertisers. How else would they make money? This is why the same topics appear the exact same way with the exact same content, over and over again. Some of it may be close, but it’s not written for Advisors, so it doesn't pertain to your specific needs. W HAT IS WRONG WITH THE FREE INFORMATION I ALREADY USE ?

4. You wouldn’t reveal to your clients that you learn about investing and running your practice from free sources. Investing in high quality, unbiased research is just as important as investing in financial planning software, portfolio management and trading systems, data security, continuing education and your appearance. W HAT IS WRONG WITH THE FREE INFORMATION I ALREADY USE ?

5. W HAT W E D O AND H OW W E D O I T

6. Too Much Information Too Many Opinions Too Much Room for Error W E T URN T HIS …

7. I NTO T HIS ! Quick and to the point! We scan the landscape, read articles, conduct research, remove the bias and fluff...... providing you with only the best information; summarized, packaged for use with practical tools for what really matters!

8. B UT W E D ON ’ T S TOP T HERE ! Action Plan reports gives you a step-by step plan. So you can implement it quickly and easily!!!

9. W E ALSO HELP YOU DO THIS … Educating your clients is a great way to keep top of mind. Download our client-ready and share-able content, edit, add your voice, and send away as your own!

10. I NSTEAD OF DEALING WITH T HIS !

11. Every two weeks we send a new Digest to your email inbox Only the top 5-7 reports you need to know about. More than that is information overload! Read them in 20 minutes and get back to what you really need to do; efficiently, practically, prioritized

12. W HAT T OPICS D O W E C OVER ?

13. This is the best part If we haven’t covered a topic, we will write it for you. Send us a Topic Request, and we will research and write about: Methods to acquire new clients Retaining existing clients Increasing Share-of-Wallet Legislation and compliance Operating your practice Just Type & Send!

14. W HAT T OPICS D O W E C OVER ? This is the best part cont’d Topic Requests help us do three things: 1.Prioritizes topics and clarifies the elements of an issue that matter most to our Members 2.Provides us with additional front-line access to Investors and their issues 3.Pushes our Editorial Calendar and Research Schedule to respond to Members more quickly Just Type & Send!

15. TOPICS WE HAVE WRITTEN BASED ON CLIENT REQUEST Practice Management How to buy a book of business How to partner up Fee-based or Fee-only? Hiring an executive assistant Client Engagement Assessing your clients’ needs Mapping and improving client expectations Developing a client profile to better define your marketing strategy Legislation Anti-spam Bill 157 FATCA CRM2 Social Media How to budget for a website Developing a blog and promoting it How to use LinkedIn effectively How Twitter can actually get you leads

16. $470 for one year Unlimited access to all reports, tools and resources. Our digests of the latest and best topics are emailed to you on the 1 st and 15th of each month. M EMBERSHIP D ELIVERABLES – R ESEARCH PACKAGE

17. $740 for one year Unlimited access to all reports, tools and resources. Our digests of the latest and best topics are emailed to you on the 1 st and 15th of each month. Unlimited access to rebrand and post any reports for your clients! M EMBERSHIP D ELIVERABLES – R ESEARCH AND BRANDING PACKAGE

18. (888) 317-3877 Questions or Comments? Would you like to see sample reports? How about a 10 minute online tour of the members area? We will be happy to oblige! www.AdvisorResearchGroup.com