Because of the unique approach we bring to wealth management our Group led by Senior Vice President, Jeff Labelle, was featured in Fifth Ave Magazine.

1. establish realistic
expectations...
and give people hope
Fifth Ave Magazine catches up with
Jeff LaBelle from The Advisor Group.
Q Tell us a little about your company.
Our broker/dealer is NEXT Financial, a network of
A
approximately 1000 of the industry’s leading financial
professionals. NEXT has been recognized as one of the
country’s fastest growing broker/dealers and has made
history by winning the prestigious broker/dealer of the
year award for six consecutive years 2001-2006 and again
in 2008, an industry record. NEXT is a full service broker
clearing through Pershing LLC.
Our sub-group is The Advisor Group of Florida with offices
in Naples and Sarasota. We offer a full range of investment
services and products.
Q Who is your typical client?
A Although our clients run the gambit from young to old,
working to retired, because of our local demographics, our
typical client is recently retired, 60-75 years of age and
looking for preservation of capital and adequate income to
maintain this standard of living.
Q Despite the difficult economy how have you grown your
business in the last year?
A Our success has centered around our focus on the individual
client situation. We do not use traditional or “cookie-cutter”
solutions to meet client’s objectives. We individually tailor
investment portfolios to deal with the personal goals and
objectives of clients within their risk parameters.
Q What tips or offers have worked best for your clients? What
would make them refer their friends and families?
A Our clients appreciate our common sense approach to
meeting their investment needs. We utilize a “bucket”
approach to solving their objectives. The first bucket is
individually designed to preserve their principal and meet
some of their income needs. The second bucket is used to
meet the balance of their income needs with as little risk
of principal loss as possible. The third bucket is their
“growth” bucket which has a higher risk-reward potential
for the client.
Our personally designed portfolios, attention to needs, and
practical solutions are what lead to our numerous referrals.
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2. people
“
“ We individually tailor investment portfolios to deal with the personal
goals and objectives of clients within their risk parameters.
Q You travel quite a bit, where are you placing your focus? in 2009. But there is hope. There are investment products that
My focus is clearly on Collier County. The bulk of my staff offer upside potential without downside risk. Since preservation
A
works out of Sarasota and maintains our office there, but I have of principal tends to be our client’s biggest concern, we focus on
personally focused on the Naples-Bonita Springs area. this in our seminars and our subsequent appointments.
Q Many Financial Advisors offer seminars, why are you different? Q What are your plans for 2009, professionally and personally?
Our well attended seminars do not make unreasonable promises
A A I intend to continue to work hard to get my message out to as
or give people artificial hope. We know and explain that these many people as possible in 2009. I try to give people hope and let
are unprecedented and difficult times. We try to help people them see that their portfolios do not have to be at risk. I plan to
establish realistic expectations and show them how to meet their continue to be one of the top 5 investment professionals at NEXT
objectives. Our intention at our seminar is to show them that with Financial and to achieve my personal goals and investment goals
further individual follow-up an effective plan can be established of my clients.
to meet their needs. Personally I plan to travel domestically and to enjoy my hobbies
of golfing, fishing, and tennis but most importantly my time with
my family, my beautiful wife Nikki, and our wonderful children;
Q What are some of the paths that may ensure security in even the Regan, Noah, Xander, and Bode.
toughest market?
For more information on The Advisor Group and Jeff LaBelle call
A 2008 was an extremely difficult year for both stocks and bonds.
239-591-6221.
Many individuals lost 40% or more of the value of their invested
Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC. The Advisor
assets, and, as of now, nobody knows what is in store for the markets Group of Florida, LLC is not an affiliate of NEXT Financial Group, Inc.
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