CHRISTIANKOCHFEATURING

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When I started KAM South, I was simply solving a problem. I saw far too many financial advisors pushing clients into prepackaged, one-size-fits-all investment portfolios that helped them more

than their clients. Unfortunately, these advisors focused too closely on numbers and forgot about relationships, and when that happened, they lost sight of what was best for clients like you.

Your life is not prepackaged. It is unique. You have unique dreams, unique goals and unique challenges. So why would you want a prepackaged, one-size-fits-all investment portfolio when you could have an investment plan custom built to make those goals your reality?

You wouldn’t. Unfortunately, too many financial advisors either don’t ask the right questions, or they don’t know the right questions to ask. So, they stick to what they do know which often falls short.

Here at KAM South our approach is simple: we take the time to fully understand and analyze the specifics of your financial situation using our simple 4-step process so we can provide you with the information, advice and alternatives you need to make the best possible decisions about your financial future.

What does that mean for you?

It means that we won’t try to put you in any investment that doesn’t make financial sense for you just because it’s easy or familiar or popular – and this is why you are reading this report today.

I was recently invited onto The Brian Tracy Show to talk with Legendary Success Expert Brian Tracy about how we help our investors build true, long-lasting wealth with smarter investments.

It was truly an honor just to be invited to the show, but I wanted to get this information into the hands of investors like you who still have an opportunity to grow their investments without getting shoved into whatever cookie-cutter portfolio your advisor already has picked. You deserve better than that.

Read this report, enjoy it, and share it with a friend.

Then, after you read it, call my office at (404) 843-3745, or visit us online at www.KAMSouth.com, and we can schedule your Effective Investment Portfolio Review. This is my way of helping you realize your own vision of retirement. Plus, as a thank you, I will also send you a copy of my Best-Selling Book Get in the Game at no cost. It is my gift to you.

I look forward to hearing from you.

Christian Koch, CFP®, CPWA®, RICP®, CDFA™ Certified Private Wealth Advisor® Retirement Income Certified Professional®

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BRIAN: Good morning, I’m Brian Tracy and welcome to The Brian Tracy Show. This morning we have a wonderful guest, Mr. Christian Koch, who is one of the smartest financial investment experts in America today. He’s written 2 best-selling books which reveal his special techniques and ideas. He’s a graduate of Harvard Business School. He practices the Warren Buffet method of value investing, looking at a company and when buying a share, looking as if you were buying the entire company. As a result, he’s been able to do some great things for his clients. Welcome, Christian, it’s a great pleasure to see you.

CHRISTIAN: I’m very honored to be here. Nice to see you.

BRIAN: Thank you. Tell our viewers about some of the great things that you’re doing.

CHRISTIAN: Sure. I’m based in Atlanta, Georgia. I am an independent wealth advisor and our tag line is “We Build Wealth.” The company name is KAM

South, and I am the President and CEO.

BRIAN: Wonderful. How did you chose this area of work? What is your mission? You could of done many different things in life but why have you decided to focus on investing?

CHRISTIAN:I’m a long-term value investor. My goal is to buy a dollar of assets for 50 cents. We’ve really crafted our practice after Warren Buffet and Berkshire Hathaway. I’ve learned a couple of first principles during my 20 years of investing.

The first is not to be too diversified. Most people have too many mutual funds or too many stocks in their portfolio. The second one is really to be risk adverse. Avoid those torpedoes in your portfolio. Lastly is to know the difference between a good company and a good stock.

I started KAMSouth after being frustrated watching the slow decision making investment committee process at my prior employer. We tended to always buy the story stocks that everyone felt safe in like Coke, IBM and P&G. I left to start my own asset management firm so

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I could take advantage of investing in smaller growth companies in a much more effective manner.

BRIAN: That’s an amazing difference. You guys are doing some remarkable things in your business. Could you tell us about the uniqueness of your offering?

CHRISTIAN:Sure. Wayne Gretzky, the famous hockey player, once said, “You want to skate to where the puck is going not where the puck is currently.” That as a context, we’re really looking for good companies with positive economics and a sustainable, competitive advantage that we can buy at a discount to fair value.

Let me give you an illustration. I recently flew to Chicago and I met with a electronics distribution

company. I met with a chairman, who is about 72, and his team.

The company currently trades around $5 a share and we think the intrinsic value is between $10 and $12. The company has no debt and it also pays a 4.5% dividend yield. I think that’s a superior risk reward ratio and that’s what we’re purchasing in our retirement portfolios.

BRIAN:It’s got much greater possibility in the upside and very little risk on the downside.

CHRISTIAN:Exactly.

BRIAN:It’s a great investment to have in your portfolio in

Brian Tracy giving a warm welcome to his guest star, Christian Koch, on the most recent season of The Brian Tracy Show, which is scheduled to air on ABC, NBC, CBS and FOX affiliates around the country.

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the long-term because they say eventually a stock will reach it’s true value.

CHRISTIAN:Over time, that’s right.

BRIAN:Over time – just hold onto it long enough. That’s one great story. Can you tell us of someone who came to you who had a portfolio that was perhaps suboptimal and you helped them revise it and the change it made in their life and in their finances?

CHRISTIAN:I’m glad you mentioned that. In the financial world, people look at return on equity, or ROE. That’s a metric that has to do with sustainability and profitability of a company. In my practice, I look at a metric called ROL, a return on life. I’m trying to educate my clients over time through our unique 4 step retirement planning process that they can improve their ROL.

BRIAN:That’s great. It’s a concept that I have believed in for decades is ROL, return on life, return on energy, return on the investment of your self. That’s a great concept. When you say return on equity, I call it return on energy. How much of your life are you willing to spend, invest and especially lose? One of the things I teach people is that every dollar you invest, you’ve had to trade part of your life to earn. You must be very careful about how you invest it.

CHRISTIAN:Retain earnings are like your earning power over 30, 40 years.

BRIAN:Exactly. What is it that they say in the millionaire next door is that the true measure of how successful you are, is how much you have kept from how much you have earned divided by the number of years you’ve been working. There’s a predictive ration for that.

CHRISTIAN:That’s right.

Christian explains to Brian the principles he uses to help his clients build long-term wealth.

4x Emmy® Award Winning Director & Producer Nick Nanton directs the latest season of The Brian Tracy Show featuring Christian Koch as his special guest.

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BRIAN:How can people learn more about you? How can they find you? How can they use your services, Christian?

CHRISTIAN:I like to make a special offer for the audience today. I’d like to offer an effective investment portfolio review so you can come in to my office and speak with me. Together, we can see how you’re positioned for the next couple of years.

BRIAN:That’s wonderful. By taking advantage of this offer, they’re really beginning the process of dramatically improving their financial lives.

CHRISTIAN:That’s the goal, yes.

BRIAN:What one piece of advice would you give people who want to be more successful in the new economy?

CHRISTIAN:Just be patient. You’re looking to hit doubles and singles. You’re not looking for a home run right away. Give yourself some time. Secondly, I would say and this is probably more important, not every individual is going to be a good investor. The brokerage firms would like you to think that, but you really need to hire someone who’s competent, who has judgment, who understands risk-reward and have some critical thinking. Hire someone who’s competent to make sure your portfolio will do well over time.

Brian, I wanted to ask you what you think are some of the qualities that make people truly successful?

BRIAN:I think the most important quality is self-confidence. Self-confidence comes from the way their parents treat them when they’re growing up. If you treat children with a tremendous amount of respect, if you ask for their opinion, if you constantly encourage them, they grow up to the point where they are really strong inside. Then they can go out and they’re going to make countless mistakes, but they’ll continue to bounce back. I think self-confidence is really the most important gift that a parent could give to their children.

CHRISTIAN:Excellent. I would agree. Thanks, Brian. Enjoyed meeting you.

BRIAN: Thank you very much.

Just be patient. You’re looking to hit doubles and singles. You’re not looking for a home run right away.”

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It was truly an honor to be interviewed by Legendary Success Expert Brian Tracy on his show. It just proves how dedicated we are to helping investors like you reclaim their wealth and retire with true financial independence, without using the conventional “one size fits all” approach that the majority of financial advisors provide.

To help our investors build long-lasting wealth, we utilize a unique 4-step process that helps clients truly and realistically reach their objectives. When I opened the doors to KAM South, I had a vision of creating a practice that was transparent about our investment strategy and provided solutions that actually helped people, instead of just pushing products and services, without being aware of their true consequences. I’m happy to have seen that vision come to life.

The realization of that vision has allowed me to contribute to 2 Best-Selling books, be seen on major TV networks and even speak on the Times Square Today TV Show in NYC.

Today, I want to share that vision with you, all the while helping you to realize your own vision of retirement. When you call our office at (404) 843-3745, or visit www.KAMSouth.com, I want to extend to you an Effective Investment Portfolio Review as well as send you a copy of my Best-Selling Book The Soul of Success.

Take advantage of this special opportunity by calling (404) 843-3745 or going to www.KAMSouth.com today!

CHRISTIANKOCH

Christian Koch is co-author of the Best-Selling Book Get in the Game with Kevin Harrington, from ABC’s Shark Tank, and Loral Langmeier. He is also co-author of The Soul of Success with Jack Canfield.

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400 INTERSTATE NORTH PARKWAY SE | ATLANTA, GA 30339 | (404) 843-3745

GUIDING YOU ALONG THE FINANCIAL TRAIL OF LIFE.

WE REGARD THE STEWARDSHIP OF YOUR CAPITAL AS A SACRED TRUST.

FIVE STAR WEALTH MANAGERS AWARD: MULTI-YEAR WINNER.

400 INTERSTATE NORTH PARKWAY SE | ATLANTA, GA 30339 | (404) 843-3745

GUIDING YOU ALONG THE FINANCIAL TRAIL OF LIFE.

WE REGARD THE STEWARDSHIP OF YOUR CAPITAL AS A SACRED TRUST.

FIVE STAR WEALTH MANAGERS AWARD: MULTI-YEAR WINNER.

In the financial world, people look at return on equity, or ROE. That’s a metric that has to do with sustainability and profitability of a company.

Instead, in my practice, I look at a metric called ROL – a return on life. You had to trade part of your life to earn every dollar you invest, which makes every investment in your portfolio vitally important. That’s why I developed my unique 4 step retirement planning process that, over time, helps improve not only your ROE, but your ROL as well.

Today, I want to help you increase your Return On Life. To help you do that, I am offering you a complimentary, 1-on-1, Effective Investment Portfolio Review. During this review, we will sit down together and discover how to get more out of your investments with simple, effective strategies that we can implement right away.

As a bonus, you will also receive a free copy of my Best-Selling Book Get in the Game, which I co-authored with the original Shark From Shark Tank – Kevin Harrington. This is my gift to you.

Improve Your Return On Life

Call my office at (404) 843-3745, or visit www.KAMSouth.com to schedule your complimentary

Effective Investment Portfolio Review.