©2011 Synergy Fuel Coaching & Consulting, LLC Four Pillars of Success for Financial Advisors Build Your Business To Be Replicable, Scalable, Profitable & Ultimately Saleable {4-STEP PROCESS: ANALYZE, STRATEGIZE, DOCUMENT, IMPLEMENT} I. Business II. New Asset III. Investment IV. Service & Management Acquisition Strategy/Solutions Retention VISION Strategic Relationships & Teamwork