Independent ent Network of Consultants & Advisors GO INDEPENDENT,BUT DON T GO IT ALONE. Contact: Rich Dragotta

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1 Independent ent Network of Consultants & Advisors GO INDEPENDENT,BUT DON T GO IT ALONE Contact: Rich Dragotta

2 ADVOCACY, A BIGGER VOICE, ECONOMY OF SCALE, POWER IN NUMBERS, LEVERAGE TO YOUR BOTTOM LINE. Many advisors find it easier to go independent as part of an established network group. As a self employed business owner you can enjoy true independence while benefiting from logistical support, lower start up costs, shared overhead and other economies of scale. INC Advisors provides the knowledge and experience to make transition smooth and efficient for both on site or off site advisors. SET YOURSELF FREE FREE TO CHOOSE YOUR OWN BUSINESS MODEL FREE TO DECIDE SPENDING AND PRICING FREE TO RECOMMEND BEST SOLUTIONS FREE TO CHOOSE YOUR CLIENTS It s time to control your destiny. As an independent contractor and advisor, you are in charge of your own future. You re free to pursue the type of client you wish and determine the work/life balance you prefer. Best of all, you ll have a chance to build something of lasting value or that you can pass on or sell when your ready to retire.

3 PUT CLIENTS FIRST... FIRST for unbiased guidance FIRST for better service FIRST for meeting clients needs FIRST for building stronger relationships There is no pressure to recommend proprietary products, meet goals or to work under a corporate agenda When your an independent advisor, you re free to recommend investment solutions that meet your clients needs. There s no pressure to push proprietary products or meet informal cross selling goals. You won t worry about client relationships being compromised by senior management s agenda. You decide what clients you want to advise. Putting clients first leads to better relationships that translates to long term retention, referrals and higher income. independence powered by AS AN INDIVIDUAL SMALL BUSINESS OWNER, YOU LL TAKE CHARGE OF YOUR OWN FUTURE Our team of experts and local infrastructure could raise your net profi t margins putting you in the pole position

4 OWN YOUR BOOK AND CREATE YOUR BRAND AND SUCCESSION PLAN OWN your client relationships OWN equity in your business OWN your retirement OWN your future Build equity in your business that you can pass on or sell when you re ready to retire As an independent advisor, the client relationships you develop belong to you. You ll be free to market your brand and build a substantial future for you and your family. INC Advisors supplies the support,staff, goodwill and infrastructure for all kinds of challenges and businesses

5 LEVERAGE OUR STRENGTH Backed by the resources of the nation s largest independent broker/dealer Effi ciency gets you maximum return on time and energy for your business Our operation is designed for maximum efficiency and net profitability for advisors. Our procedures are streamlined, and every task we perform is an essential one. This enables you to get maximum return on any investment of time, energy or money. Outsourced compliance, administrative and operational support on site or off site are delivered expertly through INC Advisors. At INC Advisors, we supply flexible business solutions for all kinds of business models. We work with advisors of all shapes and sizes, yet we find our efficient, streamlined problem-solving approach fits all. We partner with you to understand the nuances of your business and have a vested interest in your success As one of the largest offices at LPL Financial we have many years of experience and built great relationships with LPL to find answers and solutions. Team up with our expertise for your business success.

6 BE PART OF A SUCCESSFUL GROUP SUCCESS via cost control SUCCESS via shared knowledge SUCCESS via quick transition SUCCESS via power in numbers Your Choice Your Platform Your Way Compensation, firm culture, quality of life. No matter what your motivation, its important to know your making the decision with the support and expertise of people who have been in your shoes. At INC Advisors, we provide UNIFIED INDEPENDENCE as your outsourced partner. We believe that to help your business best, we first have to understand you. With that in mind, after our initial consultation, we are your project manager and coordinator to your liberation. The leverage of our network and infrastructure combined with the resources of LPL Financial are focused on fully helping you evaluate the risk and realize the rewards of going independent. It s not for everyone but you never know until you take the LEAP Being independent shouldn t mean isolation. INC Advisor s local group events bring people together, attracts top industry talent and offers a platform to share ideas with other small business owners TEST DRIVE OUR HYBRID Hybrid RIAs are the fastest growing segment among independent advisors. Whether you are interested in conducting ct ng your advisory business as an RIA or a hybrid RIA, we can accommodate your practice needs. One statement, one platform, one performance report.

7 As one of LPL Financial s largest group networks in the country, INC Advisors offers the perfect combination of autonomy and support. Strength in numbers significantly reduces the cost and risk associated with independence while gaining access to special services and resources of the firm. Take the Leap...with a Safety Net from the support and expertise of people who have been in your shoes

8 Rich Dragotta