brokers international financial services, llc | member finra/sipc | welcome to the 5 th annual...

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Welcome to the 5th Annual Sales Conference

Hosted by Brokers International Financial Services, LLC

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Matt BottPresident and Chief Marketing Officer,

Brokers International Financial Services

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

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.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

Your partner in independence• The year in review

• What lies ahead

• Trends in the marketplace

• Our partnership

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

The year in reviewHistoric growth

AUM (in millions)

Pershing Reps (#)0

50

100

150

200

250

200820122013 YTD

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

The year in review• Staffing• Software• Products

Staffing

Software

Products

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

The year in review• 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

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

The year in review• Staffing• Software• Products

Staffing

Software

Products

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

What lies ahead• Branding changes• New website• Proposal system• Advanced IAA in Fort Worth, Texas• Refocused recruiting strategy

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

Topics in the marketplace• Success• How advisers can impact retirees• Emotions and decision-making

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

Our partnershipBringing value to you

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Brokers International Financial Services, LLC

Our Value Proposition

Brokers International Financial Services, LLC is committed to

financial professionals and their clients by providing flexible

investment solutions and service with integrity.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Bill McCartyPresident and CEO

Brokers International, Ltd.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

“Designing Client Disability Programs”

Scott FletcherDisability Specialists, Inc.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Keynote Address

Bob DaviesHigh Performance Training, Inc.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

“How to use GenTech”

Brandon MorinGenTech, LLC

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Luncheon / Vendor Exhibit Hall Open

11:30 a.m. to 1 p.m.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

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.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Breakout Sessions

1:35 to 2:30 p.m.Woodbury Room

Why BI?

Hancock RoomA Diversified Investment in Senior Housing

Shelby RoomPershing Products and Services

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Breakout Sessions

2:40 to 3:30 p.m.Woodbury Room

Beyond Insurance and Annuities

Hancock RoomRollover 2013: Seizing the Opportunity

Shelby RoomAlbridge: A Consolidated Approach to Wealth Reporting

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Breakout Sessions

3:40 to 4:30 p.m.Woodbury Room

Retirement Ally Strategies Preview

Hancock RoomReal Estate Investments for Turbulent Times

Shelby RoomWhy American Trust Retirement?

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

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.

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Reception

Polk Room

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Welcome to the 5th annual sales conference dinner and awards ceremony

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Sales idea award

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

2012 Award

Winners

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Assets Under ManagementTop performers

Steve Lomsdalen

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Assets Under ManagementTop performers

Peter Bakalis

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Assets Under ManagementTop performers

Jan Mohamed

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Assets Under ManagementTop performers

Bryan Karsner

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Assets Under ManagementTop performers

Kelly Monroe

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Newcomer of the YearTop performers

Scott Harris

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Newcomer of the YearTop performers

Douglas Kiffmeyer

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Newcomer of the YearTop performers

Scott McKay

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Newcomer of the YearTop performers

Barb Sullins

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Newcomer of the YearTop performers

Jan Mohamed

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

Hugh Duke

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

Ray Evans

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

Bryan Karsner

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

Dwain Pickens

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

Stephen Lomsdalen

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

John Manry

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

Jan Mohamed

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

Kelly Monroe

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total ProductionTop performers

John Azodi

Brokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.comBrokers International Financial Services, LLC | Member FINRA/SIPC | www.brokersifs.com

Total Production2012 Taurus Award Winner

James Zdroik