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SW CARES Annual Conference - Welcome Presentation by Rick Peterbok

1 of 12
Welcome to the Someone Who CARES Annual Conference
Is Someone Who CARES Independent or Interdependent?
Independent • Not controlled by others in matters of opinion, conduct, etc. • Not dependent, not depending or contingent upon something else for existence, operation, etc. • Not subject to another’s authority or jurisdiction • Not relying on another or others for aid or support
Independent FREEDOM of CHOICE
Interdependent Interdependent Mutually Dependent “Depending on each other”
Someone Who CARES Success Depends on… • Family • Marketing • Personal Relationships • Financial Analysis Software • Clients • Money Management • Advisors Resources • Managing/Senior Partners • Insurance Solution • Leadership Resources • Laws, Rules, Compliance • Legal Services • CRM Systems • Broker Dealers • Technology • Staff Support • Processes • Plus Many More
Choices are Made and Relationships are Established Based on Mutual Commitment
What Happens If those We Depend on FAIL TO KEEP COMMITMENTS?
Relationships Commitments Accountability are Essential for Everyone’s Mutual Success
Someone Who CARES Relationships • Advisors/Managing Partners/Senior Partners • Redtail Technology – Brian McLaughlin • Trust Company of America – Matt Hodges and Annette Banes • David Emerson • Belvedere Advisors – Patrick Beaudan, Ron Helo, and Michael Westover • Jim Kopecky • Northern Trust – Manny Albin and Marie Dzanis • Aria - Suzanne Tiano and Tyler Randall • Fidelity Life • Plus MANY MORE
SWC’s is Interdependent Clients, Advisors, and Resource Companies are Interdependent and have chosen to participate and have a relationship, commitment, and accountability with an Interactive Process to achieve a mutual Mission
SWC’s Mission Making life better by creating value And sustainable relationships between Clients, Advisors, and Resource Companies Utilizing an Effective System.

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Rick welcome presentation

  • 1. Welcome to the Someone Who CARES Annual Conference
  • 2. Is Someone Who CARES Independent or Interdependent?
  • 3. Independent • Not controlled by others in matters of opinion, conduct, etc. • Not dependent, not depending or contingent upon something else for existence, operation, etc. • Not subject to another’s authority or jurisdiction • Not relying on another or others for aid or support
  • 5. Interdependent Interdependent Mutually Dependent “Depending on each other”
  • 6. Someone Who CARES Success Depends on… • Family • Marketing • Personal Relationships • Financial Analysis Software • Clients • Money Management • Advisors Resources • Managing/Senior Partners • Insurance Solution • Leadership Resources • Laws, Rules, Compliance • Legal Services • CRM Systems • Broker Dealers • Technology • Staff Support • Processes • Plus Many More
  • 7. Choices are Made and Relationships are Established Based on Mutual Commitment
  • 8. What Happens If those We Depend on FAIL TO KEEP COMMITMENTS?
  • 9. Relationships Commitments Accountability are Essential for Everyone’s Mutual Success
  • 10. Someone Who CARES Relationships • Advisors/Managing Partners/Senior Partners • Redtail Technology – Brian McLaughlin • Trust Company of America – Matt Hodges and Annette Banes • David Emerson • Belvedere Advisors – Patrick Beaudan, Ron Helo, and Michael Westover • Jim Kopecky • Northern Trust – Manny Albin and Marie Dzanis • Aria - Suzanne Tiano and Tyler Randall • Fidelity Life • Plus MANY MORE
  • 11. SWC’s is Interdependent Clients, Advisors, and Resource Companies are Interdependent and have chosen to participate and have a relationship, commitment, and accountability with an Interactive Process to achieve a mutual Mission
  • 12. SWC’s Mission Making life better by creating value And sustainable relationships between Clients, Advisors, and Resource Companies Utilizing an Effective System.