rick welcome presentation
DESCRIPTION
SW CARES Annual Conference - Welcome Presentation by Rick PeterbokTRANSCRIPT
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Welcometo the
Someone Who CARESAnnual Conference
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IsSomeone Who CARES
Independentor
Interdependent?
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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
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Independent
FREEDOM of
CHOICE
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Interdependent
Interdependent
Mutually Dependent
“Depending on each other”
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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
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Choices are Madeand
Relationships are EstablishedBased on Mutual Commitment
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What Happens
If those We Depend on
FAIL TO KEEP COMMITMENTS?
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RelationshipsCommitmentsAccountability
areEssential for Everyone’s Mutual Success
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• 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
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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
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Making life better by creating value And sustainable relationships between
Clients, Advisors, and Resource CompaniesUtilizing an Effective System.
SWC’s Mission