Network Expansion A Practice Multiplier

SWC Conference

2012 Napa, CA

Outline

• Advisors Perspective

• SWC Advisor Organizational Structure

• What is Network Expansion

• Revenue Opportunity

• Getting Started

• Action Plan

SWC Advisor Organizational Structure

Advisor Engagement Level Commitment Level

Managing Partner $

Senior Partner $

Committee Member

Network Expander $

Advisor $

What Is Network Expansion

SWC’s Systematic Process Designed to Enhance an Advisors ability to :

• Fully Leverage their 2 Greatest Assets

• Provide Greater Value to Existing Clients

• Establish a Business Succession Plan

• Increase “Monthly” Passive Revenue

Advisor Network Expansion Rewards - IFA

1 5 10 25 50

5M $2,500 $12,500 $25,000 $62,500 $125,000

10M $5,000 $25,000 $50,000 $125,00 $250,000

15M $7,500 $37,500 $75,000 $187,500 $375,000

20M $10,000 $50,000 $100,000 $250,000 $500,000

25M $12,500 $62,500 $125,000 $312,500 $625,000

Annual Value of 5BP Per Number of Advisors Contracted Assets Per

Advisor

Advisor Network Expansion Rewards - IAL

# of Direct

Referred

Advisors

Rewards Per

Paid Policy 1 2 4

5 $25 $125 $250 $500

15 $35 $525 $1,050 $2,100

40 $50 $2,000 $4,000 $8,000

75 $75 $5,625 $11,250 $22,500

150 $100 $10,000 $20,000 $40,000

150 $100 $15,000 $30,000 $60,000

200 $100 $20,000 $40,000 $80,000

Number of Cases / Month Per Advisor

Getting Started - 3 Simple R’s

Remain in good standing with SWC

Refer a Potential Advisor to Leadership

Receive Your Monthly “VESTED” Reward

7Day Action Plan

Understand the Value of What You Offer

Complete a Market Planner

Schedule a meeting with your SP/MP

Remember the “SW”s

Some Will

Some Won’t

So What

Someone’s Waiting

Next!

Thank You