The document provides an update from the Leadership Group. [1] It outlines the vision, mission, structure, current members and rotation process for the Leadership Group. [2] The accomplishments for 2012 included a January meeting in Denver to meet with the new CEO, monthly conference calls, an August meeting in Michigan that included spouses for team building and planning, and input on recruiting more advisors. [3] The presentation asks what 2013 may bring, such as better advisor communication, helping shape advisor businesses, recruiting, accountability, and teamwork.

1. Leadership Group Update
Presented by
Jim Beach and John Capehart

2. Leadership Group Update
Vision Statement
Our vision is to create an interdependent interactive
committee for the purpose of cultivating SWC’s business
planning strategies with the goal of making life better for all
stakeholders.

3. Leadership Group Update
Mission Statement
Our Mission is to establish & maintain a process by which key
individuals can continuously identify, analyze & implement
solutions that effectively manage organizational Strengths,
Weaknesses, Opportunities & Challenges

4. Leadership Group Update
Structure of the Group
The group will consist of 12 members excluding home
office participants:
• One Life Time Member
• Managing Partners
• Senior Partners
• Two Advisors

5. Leadership Group Update
Current Members
• Gary Tsujimoto
• Pete Olenick
• Jacques Cureton
• Paul and Phil Branshaw
• John Capehart
• Jim Beach
•Home Office
• Rick Peterbok, Jack Siffermann,
Joanne Woiteshek

6. Leadership Group Update
Rotation of Membership
•Rotating members are MP, SP and advisors
•Asked to serve a 2 year term
•½ will leave at a time (Staggered Terms)
•A member may be asked to serve another term
• The Committee will represent a variety of geographic
areas.

7. Leadership Group Update
Accomplishments for 2012
January’s Meeting
• Held in Denver, Co at the TCA offices.
• Meeting gave face time with TCA Partner
• Met the new CEO- Dave Barry
• Gave TCA staff insight into how we work and plan
• Set Goals for 2012

8. Leadership Group Update
Accomplishments for 2012
Monthly Telephone Conference

9. Leadership Group Update

10. Leadership Group Update

11. Leadership Group Update

12. Leadership Group Update
Accomplishments for 2012
August Meeting
• Held in Michigan and included Spouses
• Team Building
• Review of Goals for 2012
• Planning for 2013
• Input on New Solutions, BD Visit, Needs of the
advisors and what we need to recruit more advisors

13. Leadership Group Update
What will 2013 Bring???
• Better communication with the advisors
• Helping advisors to shape their businesses for 2013
• Recruiting
• Accountability
• Team Work

14. Leadership Group Update
Any Questions?