Rick welcome presentation

Welcometo the

Someone Who CARESAnnual Conference

IsSomeone Who CARES

Independentor

Interdependent?

Independent• Not controlled by others in matters of opinion, conduct,

etc.

• Not dependent, not depending or contingent upon something else for existence, operation, etc.

• Not subject to another’s authority or jurisdiction

• Not relying on another or others for aid or support

Independent

FREEDOM of

CHOICE

Interdependent

Interdependent

Mutually Dependent

“Depending on each other”

Someone Who CARES Success Depends on…

• Family• Personal Relationships• Clients• Advisors• Managing/Senior Partners• Leadership• Laws, Rules, Compliance• CRM Systems• Technology• Processes

• Marketing• Financial Analysis Software• Money Management

Resources• Insurance Solution

Resources• Legal Services• Broker Dealers• Staff Support• Plus Many More

Choices are Madeand

Relationships are EstablishedBased on Mutual Commitment

What Happens

If those We Depend on

FAIL TO KEEP COMMITMENTS?

RelationshipsCommitmentsAccountability

areEssential for Everyone’s Mutual Success

• Advisors/Managing Partners/Senior Partners• Redtail Technology – Brian McLaughlin• Trust Company of America – Matt Hodges and Annette

Banes• David Emerson• Belvedere Advisors – Patrick Beaudan, Ron Helo, and

Michael Westover• Jim Kopecky• Northern Trust – Manny Albin and Marie Dzanis• Aria - Suzanne Tiano and Tyler Randall• Fidelity Life• Plus MANY MORE

Someone Who CARES Relationships

Clients, Advisors, and Resource Companies are Interdependent and have chosen to participate and

have a relationship, commitment, and accountability with an Interactive Process to achieve a mutual Mission

SWC’s is Interdependent

Making life better by creating value And sustainable relationships between

Clients, Advisors, and Resource CompaniesUtilizing an Effective System.

SWC’s Mission