Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First...

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Investment Advisor Broker Dealer of the Year • 2013 Runner – Up • Poll started 21 years ago • 9 First Place Finishes • 7 Second Place Finishes THANK YOU!!!!!!!!

Transcript of Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First...

Page 1: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!

Investment Advisor Broker Dealer of the Year

• 2013 Runner – Up

• Poll started 21 years ago

• 9 First Place Finishes

• 7 Second Place Finishes

THANK YOU!!!!!!!!

Page 2: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!
Page 3: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!

Grand Traverse Resort & SpaBack by Popular Demand!

• Premier Michigan Vacation Destination

• 900 acre property which includes:– Sandy Shore of Lake Michigan– 7,000 Square Foot Spa– Outdoor Pools including Indoor Waterpark– Three Championship Golf Courses– Nearby Turtle Creek Casino and downtown

Traverse City

Page 4: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!

Qualifications• $190,000 in GDC accumulated through

January 1st, 2014 – December 31st, 2014. Qualifies for June 25th, 2015 – June 28th, 2015 Top Producer Conference

• $350,000 in GDC accumulated through January 1st, 2014 – December 31st, 2014. Qualifies for June 24th, 2015 – June 28th, 2015 Top Producer Conference

Page 5: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!
Page 6: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!

Lake Tahoe 2014 Conference

Hyatt Regency Lake Tahoe Resort, Spa and Casino, June 25th through June 29th

•Qualifications for Top Producer’s $200,000 Paid GDC through December 31st 2013.

•Qualifications for Leader’s Circle $350,000 Paid GDC through December 31st 2013.

Page 7: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!
Page 8: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!

Who has qualified?

• We have 110 reps on Track to qualify…

• We have 33 reps who have already qualified for the Top Producer Portion as of June 30th, 2013

• We have 10 reps who have already qualified for the Leader’s Circle portion as of June 30th, 2013

Page 9: Investment Advisor Broker Dealer of the Year 2013 Runner – Up Poll started 21 years ago 9 First Place Finishes 7 Second Place Finishes THANK YOU!!!!!!!!