Network Expansion is SWC's process to help advisors leverage their assets and provide value to clients. It offers revenue opportunities for referring other advisors to join SWC's organizational structure. The document outlines the advisor levels, revenue shares for asset-based and case-based referrals, and a simple action plan for getting started that involves remaining eligible, referring potential advisors to leadership, and receiving monthly rewards. It emphasizes understanding one's value, creating a market plan, and scheduling follow-up meetings while remembering that some prospects may not join but others will.

1. Network Expansion
A Practice Multiplier
SWC Conference
2012 Napa, CA

2. Outline
• Advisors Perspective
• SWC Advisor Organizational Structure
• What is Network Expansion
• Revenue Opportunity
• Getting Started
• Action Plan

3. SWC Advisor Organizational Structure
Advisor Engagement Level Commitment Level
Managing Partner $
Senior Partner $
Committee Member
$
Network Expander
Advisor $

4. What Is Network Expansion
SWC’s Systematic Process Designed to Enhance
an Advisors ability to :
• Fully Leverage their 2 Greatest Assets
• Provide Greater Value to Existing Clients
• Establish a Business Succession Plan
• Increase “Monthly” Passive Revenue

5. Advisor Network Expansion Rewards - IFA
Assets Per Annual Value of 5BP Per Number of Advisors Contracted
Advisor
1 5 10 25 50
5M $2,500 $12,500 $25,000 $62,500 $125,000
10M $5,000 $25,000 $50,000 $125,00 $250,000
15M $7,500 $37,500 $75,000 $187,500 $375,000
20M $10,000 $50,000 $100,000 $250,000 $500,000
25M $12,500 $62,500 $125,000 $312,500 $625,000

6. Advisor Network Expansion Rewards - IAL
Number of Cases / Month Per Advisor
# of Direct
Rewards Per
Referred
Paid Policy
1 2 4
Advisors
5 $25 $125 $250 $500
15 $35 $525 $1,050 $2,100
40 $50 $2,000 $4,000 $8,000
75 $75 $5,625 $11,250 $22,500
150 $100 $10,000 $20,000 $40,000
150 $100 $15,000 $30,000 $60,000
200 $100 $20,000 $40,000 $80,000

7. Getting Started - 3 Simple R’s
 Remain in good standing with SWC
 Refer a Potential Advisor to Leadership
 Receive Your Monthly “VESTED” Reward

8. 7Day Action Plan
 Understand the Value of What You Offer
 Complete a Market Planner
 Schedule a meeting with your SP/MP

9. Remember the “SW”s
 Some Will
 Some Won’t
 So What
 Someone’s Waiting
 Next!

10. Thank You