rick welcome presentation
DESCRIPTION
SW CARES Annual Conference - Welcome Presentation by Rick PeterbokTRANSCRIPT
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