The graphics presented here are designed to help you remember what you heard from our company overview quickly and clearly.
Our goal is to help you visualize your potential
career with Transamerica Financial Advisors while learning about our industry and our company.
2. Information graphics, or infographics, are visual
representations of information, data and knowledge.
The graphics presented here are designed to help
you remember what you heard from our company
overview quickly and clearly.
Our goal is to help you visualize your potential
career with Transamerica Financial Advisors while
A PICTURE IS WORTH A THOUSAND WORDS... learning about our industry and our company.
WE LOOK FORWARD TO OUR NEXT MEETING.
THANK YOU FOR EXPLORING THE FUTURE WITH US!
3. One of the Largest Industries in the World... Once in a while, a
OVER $63 NEW IDEA
OLD INDUSTRY
comes to an
Total Financial
Services Industry TRILLION and completely transforms the way
that industry does business.
*Securities Industry and Financial Markets Association (SIFMA),
The financial industry impacts America everyday in countless
ways. http://www.sifma.org/impact/american-economy/
Baby Boomer Generation Baby Boomer Generation
76 76
Of The Women
America’s
92% DID! 70%
Who Could
Have A Baby Wealth %
They Control
4
MILLION MILLION
Do Not
And The
Average Had
Children 58% Have A
Financial
Advisor
PEOPLE
Born From 1946-1964
2x
Birth Rate
Average
Lifespan
90
Years
PEOPLE
Born From 1946-1964
*The raw data for the information on this slide can be found http://www.census.gov/popest/data/national/totals/pre-1980/tables/ *The raw data for the information on this slide can be found http://www.census.gov/popest/data/national/totals/pre-1980/tables/
popclockest.txt The raw data was extracted and summed to produce the above figures. popclockest.txt The raw data was extracted and summed to produce the above figures.
**The New York Times, http://www.nytimes.com/2007/03/28/arts/28iht-boomers.1.5054350.html?pagewanted=all **The New York Times, http://www.nytimes.com/2007/03/28/arts/28iht-boomers.1.5054350.html?pagewanted=all
5. INVESTOR -4.3
AVERAGE PASSIVE MANAGEMENT
(Buy Hold) is a strategy for
investors to manage risk by
RETURNS Percent allocating investments among
The average equity investor a broad array of asset classes
underperformed the SP 500 by an
average of 4.3 percent over the last and holding such assets for
20 years. They underperformed for the an extended period of time
1-, 3-, 5- and 10-year periods as well. regardless of market conditions.
Source: Dalbar Quantitative Analysis of Investor Behavior – April 2012
ACTIVE MANAGEMENT ACTIVE MANAGEMENT
STRATEGY GOAL
is a strategy for investors SELL
where the porfolio holdings Active Management
are adjusted on a continuing
basis in response to market The Market
and economic conditions. BUY
TACTICAL ASSET ALLOCATION
There is no assurance this goal will be met.
6. FINANCIAL NEEDS ANALYSIS MORE PEOPLE NEED ADVICE,
Cash
Flow
Debt
Management
Proper
Protection
BUT THERE ARE FEW ADVISORS
• Earn additional income
• Manage expenses
• Consolidate debt
• Strive to eliminate debt
• Protect against loss
of income
TO PROVIDE THAT ADVICE
• Protect family assets
Asset Emergency Estate
Accumulation Fund Preservation
• Outpace inflation/ • Save three- to six-months’ • Reduce estate taxes
“The need for new advisors is critical.
minimize taxation income • Build a family legacy
• Professional money • Prepare for emergency
management expenses
It’s about to get massively critical...”
The WFG Financial Needs Analysis is a suitability and needs analysis developed by World Financial Group. The analysis is – Bob Patrick
based upon information obtained from sources believed to be reliable and accurate. However, discuss any legal, tax or Advisor One Feb. 24, 2012
financial matter with the appropriate professional. Neither the information presented nor any opinion expressed herein
constitutes a solicitation for the purchase or sale of any specific security or financial service.
Protecting Families Investment Management
Strategic Alliances to Help Serve Our Clients Strategic Alliances to Help Serve Our Clients
7. CONSIDER YOUR OPTIONS WEALTH EQUIVALENCY
Client Strategies For Our Associates
Option
1
• f you are satisfied with your career and discretionary
I
income, consider becoming a client. ADVISOR INCOME MODEL
• ake advantage of our strategies to help move
T TYPICAL INCOME MODEL
toward financial independence. Work Hard and Accumulate:
Work Hard and Save:
150 Average Clients
Part-Time Career $1,000,000 Lump Sum
Option
2
@$100,000/Average Client
• icensed, quality profession with a great training program.
L @10% Rate of Return OR
• ontrol your time, and create a career on your terms.
C =$100,000+/Year
• njoy the benefits of self-employment.
E =$100,000/Year Plus Potential Account Growth
If you start now, you need to save:
Full-Time Business Owner Plus Any Additional Products
Option $1,317/Month @10% for 20 Years
3
• sing our system, you can build a business as big as
U
your commitment and vision. Take advantage of a variety
of incentives, including:
Which is more likely to happen to you?
Supervisory Overrides • Renewals Trails • Advisory Fees Numbers based on $15 million assets placed under active management at the SMD level. Advisory income will fluctuate
Bonus Pools • Stock Options • Entrepreneurial Program with client account values.
Why Choose Transamerica?
1 DIFFERENT BY DESIGN
Dream and Crusade Combined
2 DRIVEN BY DEMOGRAPHICS
Anticipate Needs. Recognize Markets
SM
3 DECADE OF DOMINANCE
Unlimited Potential
