rj kelly
TRANSCRIPT
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
R. J. Kelly, CLU, ChFC, IAR,MSFS Founder & Chief Visionary Officer
The Wealth Legacy Family of Co’s San Diego, CA * (800) 975-5355
[email protected] www.wealthlegacygroup.com
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
WEALTH LEGACY FAMILY OF COMPANIES™ • Wealth Legacy Consulting Group® • Family Wealth Consulting Group™ • WLG Risk Management Services™ • Best Outcomes Consulting Group™ • Insurance Analytic™ • Wealth Legacy Group, Inc® • CHESED • The Center for Wealth & Legacy™
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
OUR PROCESS: THE WEALTH LEGACY ASSESSMENT™
©RJ Kelly 2015. All rights reserved worldwide.
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
Dilemma For Independent Financial Advisors
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
99% …
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
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MY OWN CHALLENGE
2014 43% - Income: Assets Under Mgmt 30% - Income: Consulting Fees &
Partner Sharing 27% - Income: Life, Disability, LTC &
Annuity Products
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
HOW DO I …
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
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99% OF SOLO ADVISOR’S PRACTICES…
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
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Upon: Death – Disability – Retirement
of the Advisor
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
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BEGIN WITH THE END IN MIND My Continuity Plan For Today:
1. Single source mutual fund family A. Performance Based B. Trail fees ¼% C. Percentage fee on rest
2. $50k/yr “Mack Truck Bonus”- Kathy & Brian 3. Brian getting RIA 4. Outside buyer - Brad
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
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HOW TO VALUE?
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
EXAMPLES OF FACTORS • What is mix of practice revenue? How much is
recurring? • What is the age mix of clients for each
component? • What mix of products used? • What is the ability to be introduced while
advisor is active & healthy?
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
R. J. Kelly, CLU, ChFC, IAR,MSFS Founder & Chief Visionary Officer
The Wealth Legacy Family of Co’s San Diego, CA * (800) 975-5355
[email protected] www.wealthlegacygroup.com