What Keeps You Up At Night?

Is your practice growing?

○ Are you happy with your level of clients? Do you have a plan to increase that level?

How do your clients view you?

○ As an insurance agent? Wealth manager? Financial advisor?

○ Are you part of an insurance agency or a comprehensive wealth management firm?

Are you reaching your full potential?

○ Are you making the amount of money you want?

Are you your own infrastructure?

○ What kind of support do you currently enjoy?

> Accounting?

> Licensing and appointments?

> Facilities?

> Compliance?

> Human Resources?

> Technology?

> Marketing?

What kind of professional development can you access?

Do you have access to corporate-endorsed benefits enrollments to afford you leads?

○ With customized products only you can provide?

Is there a case design team available to you?

Are sales coaches and mentors available to help build your business?

○ Are they top-tier producers themselves?

To what type of planning platform are you currently “selling”?

○ Is full-service financial planning one of the services you can offer clients?

Does your practice enjoy big-company branding and marketing support?

○ Do you have the resources of a publicly-traded company at your disposal?

Are you having fun?

Lenox Advisors. Integrating Financial Security into Financial Success.

Learn more at www.lenoxadvisors.com

Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services

through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives

of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML

Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary

of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered

through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC.

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