Our Foundations program is a 90-day program developed to provide newly licensed representatives an in-depth understanding of how to build a successful practice and is the first of its kind within the independent arena.

1. J.P. Turner & Company, LLC (Member SIPC) For internal use only. 2/25/14
Institut
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for Advisor
Growth
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Supporting Your
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Contact: Eric Jenkins at 404-479-8130 or ejenkins@jpturner.com for more information.

2. J.P. Turner & Company, LLC (Member SIPC) For internal use only. 2/25/14
Institut
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for Advisor
Growth
•J.P.T
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rner & Com
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Growth.
The Institute for Advisor Growth was founded by Tim McAfee, co-founder of J.P.
Turner, and serves as an educational resource to help our reps grow and expand
their businesses. The Institute provides a wealth of programs—from weekly business
building calls and webinars to educational classes—that support and guide our reps
no matter their current level of production or years in the industry.
Business Building Conference Calls
Every week, J.P. Turner hosts business building conference calls that alternate between managed products, the
fixed income/bond desk and our Tuesday Twenty calls. Tuesday Twenty calls present information from our
product specialists on mutual funds, REITs, bonds, energy products and investment banking as well as timely
compliance updates.
Foundations
Our Foundations program is structured so experienced reps can take part when the subject matter covers an
area they would like to add to their practice while also being a two year program developed to assist newly
licensed representatives gain an in-depth understanding of how to build a successful practice. It is the first
program of its kind within the independent arena. The program focuses on everything from developing basic
business and financial advisory skills such as client service and relationship management, compliance and risk
management, financial analysis, asset allocation and tax planning, to advanced practice development skills like
business planning, forecasting, marketing and contract negotiation.

3. J.P. Turner & Company, LLC (Member SIPC) For internal use only. 2/25/14
An Overview of the Foundations
Training Program
J.P. Turner’s Foundations program is a two year training program that kicks off with a 90-day intensive experience
that helps new reps hit the ground running. Reps will learn basic business building tools including how to prospect
using proven cold calling and seminar techniques. Reps will also learn in-depth knowledge about the full range
of investment products and services offered through J.P. Turner, including REIT’s, oil and gas, managed money
programs and how to sell them to clients. Our students have already begun marketing their services to gain new
clients and help them achieve their investment goals!
J.P. Turner uses an online learning portal and a proprietary client relationship management system to provide
daily instruction and create a rich learning experience for our reps. During the first 90 days in the program, reps
will have meetings before and after market hours while focusing their attention on prospecting during the business
day. After the initial 90 day program, reps will receive individual and group coaching.
The Foundations program is geared toward both new financial advisors and experienced Rep’s looking to expand
their business. Ideal candidates include:
1. Newly licensed financial advisors
2. Financial advisors coming from a financial institution that didn’t have the same product offerings, extensive
training program, independent focus, or lastly someone that wants to add additional products/marketing
approaches to their practice.
3. Financial professionals new to directly managing client assets and personal production.
If you are a match for any of these criteria, we recommend you take the J.P. Turner Foundations course.
Foundations covers all areas of being a financial advisor, product knowledge, client acquisition and management,
marketing techniques, planning strategies (retirement, education, estate) and sale skills. During the first 90 days,
reps gain experience answering prospective client questions and provide support to reps in the branch.
Advisors that are currently with J.P. Turner, or new advisors to the firm that have already built a book of business,
can sign up for Foundations as well. They will be able to participant in all the meetings have access to the online
course room, and individual coaching. However, since their practice is already established their requirements for
attending all the meetings will not be strictly enforced. They will also not receive the same intensive coaching,
feedback, and accountability as new trainees on cold calling (unless they want it).
Contact: Eric Jenkins at 404-479-8130 or ejenkins@jpturner.com.

4. J.P. Turner & Company, LLC (Member SIPC) For internal use only. 2/25/14
How You Market Your Business
Do you ever wonder what other J.P. Turner reps are doing to market their businesses or what sources they use to research
products? Then you’re in luck. Keep reading to learn more...
Marketing Your Business
There are several ways reps put their businesses in the spot-
light. The most popular marketing initiatives are:
QQ Asking for client referrals
QQ Direct mail campaigns
QQ Sending birthday letters to show client appreciation
QQ Hold weekly or monthly seminars to educate clients on relevant topics
(tell your clients to bring a friend)
QQ Cold calling
QQ Offering free portfolio reviews
QQ Advertising in your local paper
Take Away: Ultimately, what works for your peers may not
work for you. The key to effective marketing is finding what best
fits your personality and target audience and sticking with it.
Consistency will deliver results.
Marketing Seminars
Many reps use seminar marketing as a valuable tool to build
their business. There are many seminar systems available. The
most frequently used by J.P. Turner reps include:
QQ Do it yourself: Call and invite existing clients you believe would be
interested in the upcoming topic
QQ Kill two birds with one stone… include the seminar information with
your ad in the local paper
QQ Make use of a call center;TeleDirect Call Centers offers“Seminar Edge”
which will notify and schedule whatever leads you provide them—
www.tele-direct.com/seminaredge
QQ Seminar Crowds—www.seminarcrowds.com
QQ Response Mail Express—www.postmarkdms.com
Product Research
Having access to product information is critical to helping cli-
ents achieve their investment goals. There are many sources for
information. The most popular with J.P. Turner reps are:
QQ Our very own Clint Gharib, director of managed products & insurance
QQ Thomson Reuters
QQ Hays Advisory
QQ Yahoo! Finance
The new SunGard Wealthstation platform includes a wide-
range of sources for updated market and topic news. SunGard’s
research platform includes information from PR Newswire,
PrimeNewsWire, Business Wire, United Press International,
Market Wire, Canada News Wire, CCN Mathews, Eworldwire
and U.S. Equity News.
Investment Planning
Financial planning platforms are only to be used by reps that are
registered with J.P. Turner & Company Capital Management. These
platforms provide comprehensive and visual overviews of client in-
vestment scenarios. For those who are registered, these are the pre-
ferred choices:
QQ Morningstar Principia­—www.morningstar.com
QQ eMoney Advisor—http://www.emoneyadvisor.com/emacorp/default.aspx
QQ TD Ameritrade Institutional
Industry Publications
Magazines, newspapers and online reports are a primary way of
obtaining product and industry information. You may want to in-
clude some of these rep favorites in your daily or weekly reads:
QQ Investment News
QQ Wall Street Journal
QQ J.P.Turner publications:“The Exchange”and“YourWay”
QQ The MarketWatch website
QQ Registered Rep
QQ Barron’s
QQ Financial Advisor
QQ Forbes.com
Community Interaction
Networking locally is key to spreading word of your business ser-
vices and there are many ways to get involved professionally in your
community. You may consider networking as a way to grow your
business. Your fellow reps are involved with:
QQ Rotary Club International
QQ Business Networking International meetings
QQ The Better Business Bureau accreditation
QQ Chamber of Commerce
QQ Their Church
QQ Organizations that involve a hobby or interest, for example; Historical
Society, Botanical Society or the ASPCA
QQ Other groups to consider joining:
Business Charity Civic Religious Social
Kiwanis
Red Cross
UnitedWay
Board of Ed.
Hospitals/Libraries
Church/Synagogue
Knights of Columbus
Ethnic Club / Health Club
Historical Society
Take away: The key to networking in any group or organization is
to truly believe in the cause the group or organization supports and
be willing to make a significant effort to provide a service to the or-
ganization. It is important to be patient as gaining referrals can take
time.