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Comprehensive Wealth Management PowerPoint Presentation
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Comprehensive Wealth Management

Comprehensive Wealth Management

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Comprehensive Wealth Management

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Presentation Transcript

  1. Comprehensive Wealth Management

  2. Welcome to the Firm Global Asset Management Group is a rapidly-growing fee-based money management firm based in Altamonte Springs, Florida. As part of one of the nation's top wealth managers, you will be working in an environment where clients come first and institutional-grade advice is custom-designed for each client.

  3. Our Business As a truly independent wealth management firm, our business is serving the needs of investors demanding superior performance, expert advice, transparent fees, and exceptional service.  Unlike huge financial corporations who typically have little quality contact with individual investors, Global Asset Management Group was specifically created to deliver institutional-grade portfolio management and world-class service.

  4. Four Cornerstones of Finance

  5. Our Partners

  6. Our Services • Wealth Preservation • Wealth Enhancement • Wealth Administration

  7. Investment Vehicles • Managed Accounts • Mutual Funds • ETFs • Individual Stocks • Individual Bonds • Real Estate • Life Insurance • Annuities • CDs • Hedge Funds

  8. Insurance Taxes 28% Savings/ Investments Living Expenses Mortgage 21% Consumer Debt 21% The Great Consumer Dilemma The Facts Of Life Tracking 100 Americans from age 25 to 65 … 36 will be dead…54 will be DEAD BROKE…5 will still be working… 4 will be financially secure and 1 will be Financially Independent Where does your money go? What did the 5 financially successful Americans do differently?

  9. Active vs. Passive Money Management What is Passive Management? • It’s a method most investors use – commonly referred to as “buy and hold.” What is Active Management? • Active Management simply means that the holdings in your portfolio are adjusted in response to market and economic conditions – by professionals who constantly monitor the factors that drive stocks, bonds, markets, and sector forces.

  10. Managed AccountsInstitutional-Class Money Managers

  11. Managed AccountsInstitutional-Class Money Managers Investment Minimum: $25,000,000 Our Minimum: $100,000 Investment Minimum: $25,000,000 Our Minimum: $100,000 Investment Minimum: $5,000,000 Our Minimum: $100,000 Investment Minimum: $10,000,000 Our Minimum: $100,000

  12. Global Asset Management GroupModel Portfolios 3 Mo1 Yr3 Yr5 Yr10 Yr Conservative 1.87% 10.63% 6.49% 7.18% 5.99% Mod. Conservative 6.31% 12.25% 6.77% 8.59% 7.38% Moderate 9.72% 15.63% 6.07% 9.44% 8.59% Mod. Aggressive 13.76% 19.28% 4.66% 9.78% 8.76% Aggressive 16.69% 20.76% 2.78% 9.83% 9.18% Performance Disclosure - The performance data quoted represents past performance ending on 12/31/2010 and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted. Please see your advisor for the most recent month-end figures.

  13. Age 10% 29 $100,000 36.2 $200,000 43.4 $400,00050.6 $800,000 57.8 $1,600,000 65 $3,200,000 Age 2% 29 $100,000 65 $200,000 Age 8% 29 $100,000 38 $200,000 47 $400,00056 $800,000 65 $1,600,000 • Albert Einstein's 9th Wonder: Compound Interest The Rule of 72 Divide 72 by the interest rate to estimate the number of years it takes for your money to double. Money Doubles Every 36 Years Money Doubles Every 9 Years Money Doubles Every 7.2 Years How many “doubles” will you have?

  14. College Savings Plans

  15. Business Retirement Plans • 401(k) Plan • Individual 401(k) • SEP IRA • Simple IRA • Profit Sharing Plan • Defined Benefit Plan • Money Purchase Pension Plan • 403(b) Plan • Retirement Trust Account

  16. What Makes Us Different • Solution-Oriented • Trustworthy • Respectful • Accountable • Institutional Class Managers • True Diversification INDEPENDENT

  17. A New Business Model

  18. Clearly Defined Sales Process

  19. Video Training ModulesHow to Conduct Client Meetings First Client Meeting Second Client Meeting

  20. Corporate Email Account • Benefits of a company email account: • More professional than a personal email address • Unlimited Storage • Company Instant Messenger • Document storage “in the cloud” • Calendar Sharing with clients and colleagues • Syncing with Blackberry, iPhone and Android phones • Task list organization • Filter all unwanted emails with a few clicks • Very little, if any, spam email

  21. Web-Based Contact Management System • Web-based • Organize all prospects in one place • Alerts will remind you to call prospects • Drip emails (Newsletter) • Record detailed notes

  22. Client Videos and NewsletterIncluding Client Drip Email Plan Leverage our vast resources to help build Your Business

  23. The Personal Four-Year Plan The Magic of Compound Recurring Income Building Your Own Practice at Global Asset Management Group • Average Account Size: $100,000 • Average Rate of Return: 8% • 3 New Accounts Per Month for 4 Years • 144 Total Accounts You now have a minimum $85,000 annual income for life.

  24. Financial Advisor Industry Average According to a 2010 article in Investment News, the average assets under management for an independent Financial Advisor is: $32,380,857 At Global Asset Management Group, that equates to an annual income of: $139,885

  25. How Long Until You Earn Your First Million Hollywood's top stars can earn $20 Million per film and the average time to shoot a movie is six months. In fact, if these celebrities worked standard 8-hour workdays, it would take them less than seven days to earn $1 million. What about everyone else? We took the median annual salary of each profession, as reported by the Bureau of Labor Statistics, and broke down the earnings based on a 40- hour workweek. The following is the answer to the question : “How long until you Earn your First Million?”

  26. How Long Until You Earn Your First Million Computer Managers: $101,580 20,475 hours 2,560 days 10 years Architects: $64,150 32,425 hours 4,053 days 16 years Bartenders: $16,350 127,226 hours 15,901 days 61 years College Coaches & Scouts: $37,530 55,432 hours 6,928 days 27 years Automotive Technicians: $33,780 61,576 hours 7,697 days 30 years Computer Software Engineers: $79,780 26,069 hours 3,259 days 13 years

  27. Your Do The Four-Year Plan Personally and Hire 10 Advisors Who Do The Same The Magic of Compounding Recurring Income

  28. Family of Companies 28 28 28

  29. Comprehensive Wealth Management