Brokers International Financial Services, LLC | Member FINRA/SIPC | Welcome to the 5 th Annual Sales Conference Hosted by Brokers International.

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


Matt BottPresident and Chief Marketing Officer,

Brokers International Financial Services


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

Your partner in independence• The year in review

• What lies ahead

• Trends in the marketplace

• Our partnership



The year in reviewHistoric growth

AUM (in millions)

Pershing Reps (#)0

50

100

150

200

250

200820122013 YTD



The year in review• Staffing• Software• Products

Staffing

Software

Products



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



The year in review• Staffing• Software• Products

Staffing

Software

Products



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



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



Our partnershipBringing value to you



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.


Bill McCartyPresident and CEO



“Designing Client Disability Programs”

Scott FletcherDisability Specialists, Inc.


Keynote Address

Bob DaviesHigh Performance Training, Inc.


“How to use GenTech”

Brandon MorinGenTech, LLC


Luncheon / Vendor Exhibit Hall Open

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



Platinum


Silver


Bronze




Host

Pershing LLC.


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


Breakout Sessions


Beyond Insurance and Annuities

Hancock RoomRollover 2013: Seizing the Opportunity

Shelby RoomAlbridge: A Consolidated Approach to Wealth Reporting


Breakout Sessions


Retirement Ally Strategies Preview

Hancock RoomReal Estate Investments for Turbulent Times

Shelby RoomWhy American Trust Retirement?



Platinum


Silver


Bronze




Host

Pershing LLC.


Reception

Polk Room


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


Sales idea award


2012 Award

Winners


Assets Under ManagementTop performers

Steve Lomsdalen



Peter Bakalis



Jan Mohamed



Bryan Karsner



Kelly Monroe


Newcomer of the YearTop performers

Scott Harris



Douglas Kiffmeyer



Scott McKay



Barb Sullins



Jan Mohamed


Total ProductionTop performers

Hugh Duke



Ray Evans



Bryan Karsner



Dwain Pickens



Stephen Lomsdalen



John Manry



Jan Mohamed



Kelly Monroe



John Azodi


Total Production2012 Taurus Award Winner

James Zdroik

Brokers International Financial Services, LLC | Member FINRA/SIPC | Welcome to the 5 th Annual Sales Conference Hosted by Brokers International.

Documents

ceo brokers international

platinum brokers international

llc member finrasipc

financial professionals

llc topics

partnership slide

decisionmaking slide

transaction supervisor