Successful and Sustainable Relationships Start with the Right Financial Advisor

Founded: 2013 Founder: Richard Cross Firm Structure: S Corporation Headquarters: Holbrook, NY

Who We Are

Our Team

Rick Cross-Founder, CEO

Scott MacDonell-Web Developer

Frank Cama-General Counsel

Nick Bredow-Digital Marketing Officer

Nicole King-Admin. Assistant

Alan Starost-Marketing Consultant

Cliff Locks-Advisor

People want to be able to trust their financial advisor

Successful and sustainable investing relationships are based upon connecting on a deeper level

Our Philosophy

Match individuals to the right financial advisor

Matching algorithm connects people to the right advisor based on core financial needs

We overlay personality attributes to refine our matches

What We Do

Process

Profile• 20 to 40 Dynamic Questions

Algorithm• Analyzes Personal Data

Results• 4 Matching Advisors

Introductions• Advisor Chat, Call or Email

Profile• Creates Bio and Ideal Client

Verification•Tested to Verify Knowledge

Researched• Background Check on Advisor

Participating• Pays Monthly Fee

Investor Advisor

Advisor Chat

Approach & Strategy:

Web based application Match investors to advisors Targeted digital marketing Monthly subscription paid

by advisors

Current Business Model

Beta Test Results:

Website Traffic: 18k+ Page Views: 37k+ Total Portfolio Size: $60m Med. Portfolio Size: $410k Est. Advisor Recurring

Revenue: $600k*

Expansion GoalsApproach & Strategy Market Opportunities Enterprise value with

BDs Hybrid approach

◦ Web based app◦ Software as a Service

(SaaS) API integration for BDs*

*Protection Against Class Action Lawsuits as a Result of the DOL Fiduciary Rule

Strategic relationships◦ Peripheral product sales

Expand advisor database

Funding to grow

Our Value• Get matched to the right financial

advisorInvestor

s

• Acquire new clients, increase AUM, and combat fee compressionAdvisors

• Recruit, reward, and retain, and advisors

Broker Dealers

“I Have Been a Good Steward of People’s Money for 34 Years and I Plan on

Retaining that Reputation”

Contact Info:To reach our founder Rick Cross directlyPhone: (800) 391-4970Email: rcross@rightfinancialadvisor.com

-Rick CrossFounder, CEORight Financial Advisor