1. 1 Comprehensive Wealth Management

2. 2 Welcome to the Firm Global Asset Management Group is a rapidly- growing fee-based money management firm based in Altamonte Springs, Florida. As part of one of the nation's top wealth managers, you will be working in an environment where clients come first and institutional-grade advice is custom-designed for each client.

3. 3 Our Business As a truly independent wealth management firm, our business is serving the needs of investors demanding superior performance, expert advice, transparent fees, and exceptional service. Unlike huge financial corporations who typically have little quality contact with individual investors, Global Asset Management Group was specifically created to deliver institutional-grade portfolio management and world-class service.

4. 4 Four Cornerstones of Finance Long Term Savings Debt & Equity Management Emergency Fund Proper Protection Life Insurance & Estate Planning 6 Month Cash Reserve Retirement, Savings & Investment Accounts Loan Evaluation & Planning

5. 5 Our Partners

6. 6 Wealth Preservation Wealth Enhancement Wealth Administration Our Services

7. 7 Managed Accounts Mutual Funds ETFs Individual Stocks Individual Bonds Real Estate Life Insurance Annuities CDs Hedge Funds Investment Vehicles

8. 8 The Great Consumer Dilemma Tracking 100 Americans from age 25 to 65 … 36 will be dead…54 will be DEAD BROKE…5 will still be working… 4 will be financially secure and 1 will be Financially Independent Where does your money go? The Facts Of Life Insurance Savings/ Investments Living Expenses Consumer Debt 21% Mortgage 21% Taxes 28% What did the 5 financially successful Americans do differently?

9. What is Passive Management? It’s a method most investors use – commonly referred to as “buy and hold.” What is Active Management? Active Management simply means that the holdings in your portfolio are adjusted in response to market and economic conditions – by professionals who constantly monitor the factors that drive stocks, bonds, markets, and sector forces. 9 Active vs. Passive Money Management

10. 10 Managed Accounts Institutional-Class Money Managers

11. Investment Minimum: $25,000,000 Our Minimum: $100,000 Investment Minimum: $10,000,000 Our Minimum: $100,000 Investment Minimum: $5,000,000 Our Minimum: $100,000 Investment Minimum: $25,000,000 Our Minimum: $100,000

12. Global Asset Management Group Model Portfolios 3 Mo 1 Yr 3 Yr 5 Yr 10 Yr Conservative 1.87% 10.63% 6.49% 7.18% 5.99% Mod. Conservative 6.31% 12.25% 6.77% 8.59% 7.38% Moderate 9.72% 15.63% 6.07% 9.44% 8.59% Mod. Aggressive 13.76% 19.28% 4.66% 9.78% 8.76% Aggressive 16.69% 20.76% 2.78% 9.83% 9.18% Performance Disclosure - The performance data quoted represents past performance ending on 12/31/2010 and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted. Please see your advisor for the most recent month-end figures.

13. 13 Albert Einstein's 9 th Wonder: Compound Interest The Rule of 72 Divide 72 by the interest rate to estimate the number of years it takes for your money to double. How many “doubles” will you have? Age 2% 29 $100,000 65 $200,000 Money Doubles Every 36 Years Age 8% 29 $100,000 38 $200,000 47 $400,000 56 $800,000 65 $1,600,000 Money Doubles Every 9 Years Age 10% 29 $100,000 36.2 $200,000 43.4 $400,000 50.6 $800,000 57.8 $1,600,000 65 $3,200,000 Money Doubles Every 7.2 Years

14. 14 College Savings Plans

15. 15 Business Retirement Plans 401(k) Plan Individual 401(k) SEP IRA Simple IRA Profit Sharing Plan Defined Benefit Plan Money Purchase Pension Plan 403(b) Plan Retirement Trust Account

16. What Makes Us Different Solution-Oriented Trustworthy Respectful Accountable Institutional Class Managers True Diversification INDEPENDENT

17. A New Business Model

18. Clearly Defined Sales Process

19. Video Training Modules How to Conduct Client Meetings First Client Meeting Second Client Meeting

20. Corporate Email Account Benefits of a company email account: More professional than a personal email address Unlimited Storage Company Instant Messenger Document storage “in the cloud” Calendar Sharing with clients and colleagues Syncing with Blackberry, iPhone and Android phones Task list organization Filter all unwanted emails with a few clicks Very little, if any, spam email

21. Web-Based Contact Management System Web-based Organize all prospects in one place Alerts will remind you to call prospects Drip emails (Newsletter) Record detailed notes

22. Client Videos and Newsletter Including Client Drip Email Plan Leverage our vast resources to help build Your Business

23. The Magic of Compound Recurring Income Building Your Own Practice at Global Asset Management Group You now have a minimum $85,000 annual income for life. Average Account Size: $100,000 Average Rate of Return: 8% 3 New Accounts Per Month for 4 Years 144 Total Accounts 23 The Personal Four-Year Plan

24. 24 Financial Advisor Industry Average According to a 2010 article in Investment News, the average assets under management for an independent Financial Advisor is: $32,380,857 At Global Asset Management Group, that equates to an annual income of: $139,885

25. 25 Hollywood's top stars can earn $20 Million per film and the average time to shoot a movie is six months. In fact, if these celebrities worked standard 8-hour workdays, it would take them less than seven days to earn $1 million. What about everyone else? We took the median annual salary of each profession, as reported by the Bureau of Labor Statistics, and broke down the earnings based on a 40- hour workweek. The following is the answer to the question : “How long until you Earn your First Million?” How Long Until You Earn Your First Million

26. 26 Architects: $64,150 32,425 hours 4,053 days 16 years College Coaches & Scouts: $37,530 55,432 hours 6,928 days 27 years Automotive Technicians: $33,780 61,576 hours 7,697 days 30 years Computer Managers: $101,580 20,475 hours 2,560 days 10 years Bartenders: $16,350 127,226 hours 15,901 days 61 years Computer Software Engineers: $79,780 26,069 hours 3,259 days 13 years How Long Until You Earn Your First Million

27. 27 The Magic of Compounding Recurring Income Your Do The Four-Year Plan Personally and Hire 10 Advisors Who Do The Same

28. 28 Family of Companies

29. 29 Comprehensive Wealth Management