AdvisorPath is designed to elevate the practices of INVEST Financial Advisors by providing the most current, useful, impactful, and effective

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1 AdvisorPath is designed to elevate the practices of INVEST Financial Advisors by providing the most current, useful, impactful, and effective Practice Management tools and resources in the industry.

2

3 ADVISORPATH: A ROBUST PRACTICE MANAGEMENT SYSTEM INVEST s primary goal is to make life easy and providing a strategically managed, cutting edge Practice Management platform is just one of the ways we strive to achieve that goal. Whether you want to take a global look at your business and apply our Practice Management process to elevating the whole, or if you want to elevate specific components of your business such as transitioning to advisory, recruiting new advisors, increasing referrals, or building a succession plan, AdvisorPath is the source of the tools you need to achieve success.

4 ADVISORPATH THE ADVISORPATH PLATFORM CONSISTS OF FIVE MODULES: ASSESS Set the stage for bridging the gap between where you are and where you want to be by fully assessing your business and recognizing areas of strength, and areas for potential improvement. PLAN Focus on building, deploying, and maintaining a roadmap for the future of your business by examining your goals, your value proposition, your brand, and your succession plan. E-Valuator online practice assessment questionnaire Growth and Profitability study Comprehensive and confidential assessment of your practice Recommendations of how to organize and manage a Best Practice Frequent follow-up with Relationship Managers to track progress Goal setting resources Business planning assistance Succession planning resources - What s My Exit Strategy? Marketing planning guidance and tools Assistance in enhancing your brand identity and awareness

5 ADVISORPATH GROW Enhance your business through top-line revenue generating activity, adding new advisors to your practice or program, utilizing the latest in technology, and implementing business mix strategies to grow AUM, total revenues, and profitability. Access to the WealthOne Advisory Platform Help in recruiting the right number of qualified advisors to your practice or program Prospecting and referral strategies and resources Financial assistance in Practice Acquisitions Utilizing social media to grow Access to Strategic Partner Programs who can help you grow in niche markets Resources to form alliances with Financial Institutions MANAGE Effectively nurture your business by addressing resource, process, people, investment, and transition management. The VIP Program: offering experienced, licensed, and fully trained Virtual Sales Assistants located at the Tampa home office Best use of INVEST Technology resources Templates to help manage your bottom line Industry applied Best Practices Tools for efficiently managing existing client relationships LEARN Continue to sharpen your skills as an industry expert through best practice forums, publications, websites, articles, books, and seminars. If They Can, You Can Best Practices conference call series for Advisors and Sales Assistants Continuous sharing of Best Practices from industry peers Information on upcoming events focused on Practice Management Sharing relevant reading materials to stay current Regulatory and Compliance information center

6 ADVISORPATH PRACTICE MANAGEMENT TOOLS The Million Dollar Practice The Million Dollar Practice sales process was developed after working closely with our million dollar producers to identify what they do every day, with every client to consistently produce over $1 million in GDC each year. They all believe that having a persistent sales process is the key to their continual increase in GDC year after year. This process includes a focus on financial planning, consistent client communication, and leverage of the advanced technology offered through INVEST. Growth and Profitability Study (GPS) This comprehensive study is a confidential analysis of your practice. Our Relationship Managers will conduct an in-depth examination of your practice, focusing on key areas such as how you manage your calendar, how you utilize a sales assistant, how you conduct a client meeting, and much more. From this information, they will make recommendations on how to increase efficiencies, reduce resource strains, and enhance profitability. If They Can, You Can Sharing Best Practices The purpose of this monthly conference call series is to share ideas of INVEST s most successful advisors who consistently have good years, despite how markets behave. As some of the best ideas come from our peers, many INVEST representatives have begun to incorporate some of the processes and techniques discussed in the call and have seen positive results. We also offer an If They Can, You Can Sales Assistants Series call focused on Sales Assistant best practices. Social Media Facebook, LinkedIn, and Twitter are among the most widely used tools on the internet today, and they are quickly becoming key components in business strategies around the globe. Implementing these tools in your practice can help you build awareness of your brand, deliver your value proposition to more potential clients, and expand your referral base. By using the tools, guidelines, and best practices developed by INVEST you can effectively use these cutting edge social media forums to enhance your practice. Like us on Facebook! facebook.com/investfinancial Follow us on LinkedIn! linkedin.com/company/invest-financial Or scan the QR codes on the back of this brochure! Partners in Practice - Practice Management Symposium Partners in Practice has been developed to deliver you industry leading tools, resources, guidance, and best practices to help you become a more focused, more efficient, and more profitable practitioner. In this one-day Practice Management workshop you will interact with other INVEST advisors, engage in practice assessment exercises, and hear from leading business coaches to sharpen your overall Practice Management. Strategic Partnerships Program Strategic partnerships are ideal and efficient ways to capture new assets in different market segments through core competencies of tenured and

7 ADVISORPATH experienced industry professionals. Whether it be fostering referral relationships with local CPAs, conducting seminars for union employees close to retirement, or structuring full needs based financial plans, strategic partners offer close-tothe-source turn-key programs that can give you entrance into markets of potential new clients that otherwise would be too costly to pursue. Under the Strategic Partnerships Program at INVEST, we have carefully considered many of the industry s leading programs of this kind and have selected and give you access to what we feel are the most effective and powerful partnerships to help you grow your practice. What s My Exit Strategy? The What s My Exit Strategy? program will provide you with information, consultation, guidance, resources, and options to answer the questions you need to answer to ensure you have a well planned, well timed, and stress free strategy to exit your business. It will also help you in implementing this strategy to focus on maximizing the value of your practice, selling your practice, minimizing risks, protecting your family and stakeholders, benchmarking for success, planning for business interruption, choosing and training a successor(s), and structuring a strong succession planning team. ADVISORPATH WEBSITE A host of internal and external tools, resources, and services are available on AdvisorPath s website to assist you in strategic planning, new client development and relationship management, as well as office management and professional development. AdvisorPath s site is built right into INVEST s website.

8 Like us on Facebook! Follow us on LinkedIn! CITRUS PARK LANE, SUITE 300 TAMPA, FLORIDA MEMBER FINRA, SIPC FOR REPRESENTATIVE USE ONLY

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