1. Welcome to the 5th Annual Sales Conference
Hosted by Brokers International
Financial Services, LLC
Hello and welcome to the fifth annual sales conference. My name is Matt Bott and I am the president and chief marketing officer for Brokers International Financial Services. Thank you for being here today.

2. Matt Bott President and Chief Marketing Officer,
Brokers International Financial Services

3. 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.

4. Your partner in independence
Brokers International Financial Services, LLC
Your partner in independence
The year in review
What lies ahead
Trends in the marketplace
Our partnership
We have a great couple of days planned for you.
Our goal is for you to come away with information and techniques to help you continue to be successful in your business.
Today I have the privilege of kicking off the sale conference with an update and some insights from the home office.

5. The year in review Brokers International Financial Services, LLC
Historic growth
Our partner, Brokers International Ltd. has always supported us. They invested millions of dollars in the firm, and continue to do so. I’d be remiss to talk about our successes without mentioning our rich history.
It’s been seven years since Brokers International Financial Services was founded. It’s worth taking just a moment to reflect on the growth that we’ve had in our short history. We started in 2006 as a full-service broker dealer and RIA. I joined the firm in At that time we had less than $5 million in assets under management and 30 reps.
You can see from this graph, that we’ve had strong, steady growth since our founding in We use the year 2008 as a benchmark, because that’s when the firm’s structure really began to take form. In the five years since then, we’ve grown our assets under management by 440 percent. We’ve increased the number of reps by 414 percent. Those numbers seem hard to believe at first, but when you consider the hard work that’s gone into growing our firm, they make total sense.
Our brokerage business at Perhsing was $25 million in 2008, and we’ve growth than to 135 million in 2012 and 210 million so far in 2013.

6. The year in review Brokers International Financial Services, LLC
Staffing
Software
Products
Staffing
Software
Products
Our staff is growing. We have a need to maintain a certain service level so we’ve added positions so that we can better respond to the needs of our reps and their clients.

7. The year in review Brokers International Financial Services, LLC
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

8. The year in review Brokers International Financial Services, LLC
Staffing
Software
Products
Staffing
Software
Products
And our technology offerings are growing too, because we know that making investments in technology are important to our success. We have established an enterprise agreement with companies such as Morningstar. The Nexus system by GenTech gives us the ability to go paperless, and also offers a lot of additional features that allows us to much more technologically advanced in the future. And there are new things on the horizon from Albridge. Both Albridge and GenTech are presenting at the sales conference, and I encourage you to stop by their booth and visit them.
In terms of products, we’ve added numerous third-party money managers for you to consider. We also have added our own Retirement Ally strategies, which have quickly become one of the top choices for our adviser’s clients money.

9. What lies ahead Brokers International Financial Services, LLC
Branding changes
New website
Proposal system
Advanced IAA in Fort Worth, Texas
Refocused recruiting strategy
Our desire to improve has never been stronger. There’s been a renewed commitment to marketing our organization. You’ve met Rebecca. She is working with me to double our efforts in marketing BIFS to the public. The first few items we are working on are to redefine our brand, build a completely new Website and position the firm for growth through defined marketing initiatives.
We currently are in the research and development phase for a new portfolio proposal system. Our goal is bring a new proposal system on board in the first quarter of 2014.
We continue to hold our investment advisor academies. These academies are designed for the new investment advisoer represenatives. They offer a comprehsensive training program to help an adviser get the bulding blocks of the advisory business. New this year is the ADVANCED investment adviser academy. The first of which will be October 3 and 4 in Fort Worth, Texas. This academy will cover advanced advisory topics, including topics such as portfolio construction. The advanced academy is invitation only and there are qualifications you must meet to get an invitation. Stay tuned for more information.
Finally, with our growth and successes, we have learned what it takes to recruit high quality producers, like yourselves. You have given us a great roadmap for growing the organization. Our commitment is to continue to bring in high quality producers, like yourselves.

10. Topics in the marketplace
Brokers International Financial Services, LLC
Topics in the marketplace
Success
How advisers can impact retirees
Emotions and decision-making
Your success is dependant on a lot of factors but the most successful advisors will tell you that everything starts with understanding what is important to your customer. Take care of the customer and everything else will fall into place. Fame, fortune, money and power!
Remember though, what you do is very important to this country. You are important to the people who need help with their financial lives. Although you get paid to do what you do, you are a critical service provider.
According to a recent study conducted by Franklin Templeton*, 95% percent of people who work with a financial advisor are happy with their retirement income plan. 87% percent who work with an advisor are confident in their plan. And 86% percent or respondents who work with an advisor are more likely to understand their plan, according to the survey.
Emotions have the ability to affect your decisions. From the mood you are in at the time you make a decision to the emotions you anticipate when considering the outcome of a decision there is an effect that is felt. Investing is no different for clients in that their emotions are likely to affect their decision making process initially and ongoing.
The most essential emotions surrounding retirement income planning—happiness with, confidence in, as well as understanding of the plan--are increased dramatically when the client works with an advisor.
You as the advisor need to consider that developing a well thought out plan for your clients which is the roadmap to their goals is one of the most powerful services you can provide for them. You can help a client mitigate the fears and emotions that grab them by have a plan witch can be relied upon to bring them back to their overall goals. Remember that you have a lot of responsibility as an advisor and you truly are a professional as critical to some people lives as their doctors or lawyers.
You are all successful but in order to do what you do and be successful, you need a team.
*The 2013 Franklin Templeton Retire Income Strategies and Expectations (RISE) online survey.

11. Our partnership Brokers International Financial Services, LLC
Bringing value to you
Although individuals are good, a team typically can do much more than one individual. That’s why at BIFS, we always are looking at being the best team player and partner to you that we can.
So, our team got together earlier this year, and we put time, thought and effort into understanding what were the concepts that had allowed us to achieve what we had so far. We took those concepts – with the goal of putting them down on paper – and developed a value proposition.
It was a team effort. We got together for an extensive brainstorming session and developed three options. We then voted on those options to see which garnered the most appeal from our staff and stakeholders, which included members of our presidents advisory board.
And rather than stand up here and read from a paper, let me just show you what we came up with.
LINK to YOU TUBE VIDEO.

12. Our Value Proposition Brokers International Financial Services, LLC
Brokers International Financial Services, LLC is committed to financial professionals and their clients by providing flexible investment solutions and service with integrity.

13. Brokers International, Ltd.
Bill McCarty
President and CEO
Brokers International, Ltd.

14. “Designing Client Disability Programs”
Scott Fletcher
Disability Specialists, Inc.

15. High Performance Training, Inc.
Keynote Address
Bob Davies
High Performance Training, Inc.

16. “How to use GenTech”
Brandon Morin
GenTech, LLC

17. Luncheon / Vendor Exhibit Hall Open
11:30 a.m. to 1 p.m.

18. 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.

19. 1:35 to 2:30 p.m. Breakout Sessions Woodbury Room Why BI? Hancock Room
A Diversified Investment in Senior Housing
Shelby Room
Pershing Products and Services

20. 2:40 to 3:30 p.m. Breakout Sessions Woodbury Room
Beyond Insurance and Annuities
Hancock Room
Rollover 2013: Seizing the Opportunity
Shelby Room
Albridge: A Consolidated Approach to Wealth Reporting

21. 3:40 to 4:30 p.m. Breakout Sessions Woodbury Room
Retirement Ally Strategies Preview
Hancock Room
Real Estate Investments for Turbulent Times
Shelby Room
Why American Trust Retirement?

22. 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.

23. Reception
Polk Room

24. 5th annual sales conference dinner and awards ceremony
Welcome to the
5th annual sales conference
dinner and awards ceremony
Tonight we’re gathered to celebrate our successes from 2012.
We want to thank you all for being part of the bifs family.
It’s always nice to spend sometime with the people we work with and respect.

25. Sales idea award
Last year, we challeneged you to enter your bwest sales ideas. We had a lot of fantastic submissions at the end of the day. The presidents advisory board reviewed the sumibssion, and this one rose to the top.
This rep lives in reno, nevadaa. She’s been with the firm xx yers. She truly embodies the advisor who works in the best interest of her clients.
She’s proven that she truly acts in the best interst o fher clients in all scenarios.
So tonight, she’s going to present her winning sales idea.

26. 2012
Award
Winners

27. Assets Under Management
Top performers
Steve Lomsdalen
5th place

28. Assets Under Management
Top performers
Peter Bakalis
4th place

29. Assets Under Management
Top performers
Jan Mohamed
3rd place

30. Assets Under Management
Top performers
Bryan Karsner
Second place

31. Assets Under Management
Top performers
Kelly Monroe
First place

32. Newcomer of the Year
Top performers
Scott Harris
5th place

33. Newcomer of the Year
Top performers
Douglas Kiffmeyer
4th place

34. Newcomer of the Year
Top performers
Scott McKay
3rd place

35. Newcomer of the Year
Top performers
Barb Sullins
2nd place

36. Newcomer of the Year
Top performers
Jan Mohamed
1st place

37. Total Production
Top performers
Hugh Duke
10th place

38. Total Production
Top performers
Ray Evans
9th place

39. Total Production
Top performers
Bryan Karsner
8th place

40. Total Production
Top performers
Dwain Pickens
7th place

41. Total Production
Top performers
Stephen Lomsdalen
6th place

42. Total Production
Top performers
John Manry
5th place

43. Total Production
Top performers
Jan Mohamed
4th place

44. Total Production
Top performers
Kelly Monroe
3rd place

45. Total Production
Top performers
John Azodi
2nd place

46. Total Production
2012 Taurus Award Winner
James Zdroik
2nd place