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Comprehensive Wealth Management

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Welcome to the Firm

Global Asset Management Group is a rapidly-growing fee-based money management firm

based in Altamonte Springs, Florida.

As part of one of the nation's top wealth managers, you will be working in an

environment where clients come first and institutional-grade advice is custom-designed

for each client.

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Our Business

As a truly independent wealth management firm, our business is serving the needs of investors demanding superior performance, expert advice, transparent fees,

and exceptional service. 

Unlike huge financial corporations who typically have little quality contact with individual investors, Global Asset Management Group was specifically created to deliver institutional-grade portfolio management and

world-class service.

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Four Cornerstones of Finance

• Long Term Savings

• Debt & Equity Management

• Emergency Fund

• Proper Protection

Life Insurance & Estate Planning

6 Month Cash

Reserve

Retirement, Savings

& Investment Accounts

Loan Evaluation

& Planning

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Our Partners

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Wealth Preservation

Wealth Enhancement

Wealth Administration

Our Services

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Managed Accounts

Mutual Funds

ETFs

Individual Stocks

Individual Bonds

Real Estate

Life Insurance

Annuities

CDs

Hedge Funds

Investment Vehicles

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The Great Consumer Dilemma

Tracking 100 Americans from age 25 to 65 …

36 will be dead…54 will be DEAD BROKE…5 will still be working…

4 will be financially secure and

1 will be Financially Independent

Where does your money go?

The Facts Of Life

Insurance

Savings/ Investments

Living Expenses

Consumer Debt 21% Mortgage 21%

Taxes 28%

What did the 5 financially successful Americans do differently?

What is Passive Management?

• It’s a method most investors use – commonly referred to as “buy and hold.”

What is Active Management?

• Active Management simply means that the holdings in your portfolio are adjusted in response to market and economic conditions – by professionals who constantly monitor the factors that drive stocks, bonds, markets, and sector forces.

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Active vs. Passive Money Management

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Managed AccountsInstitutional-Class Money Managers

Managed AccountsInstitutional-Class Money Managers

Investment Minimum: $25,000,000Our Minimum: $100,000

Investment Minimum: $10,000,000Our Minimum: $100,000

Investment Minimum: $5,000,000Our Minimum: $100,000

Investment Minimum: $25,000,000Our Minimum: $100,000

Global Asset Management GroupModel Portfolios

3 Mo 1 Yr 3 Yr 5 Yr 10 YrConservative 1.87% 10.63% 6.49% 7.18% 5.99%

Mod. Conservative 6.31% 12.25% 6.77% 8.59% 7.38%

Moderate 9.72% 15.63% 6.07% 9.44% 8.59%

Mod. Aggressive 13.76% 19.28% 4.66% 9.78% 8.76%

Aggressive 16.69% 20.76% 2.78% 9.83% 9.18%

Performance Disclosure - The performance data quoted represents past performance ending on 12/31/2010 and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted. Please see your advisor for the most recent month-end figures.

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Albert Einstein's 9th Wonder: Compound Interest

The Rule of 72

Divide 72 by the interest rate to estimate the number of years it takes for your money to double.

How many “doubles” will you have?

Age 2%29 $100,000

65 $200,000

Money Doubles Every 36 Years

Age 8%29 $100,000

38 $200,000

47 $400,000

56 $800,000

65 $1,600,000

Money Doubles Every 9 Years

Age 10%29 $100,000

36.2 $200,000

43.4 $400,000

50.6 $800,000

57.8 $1,600,000

65 $3,200,000

Money Doubles Every 7.2 Years

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College Savings Plans

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Business Retirement Plans

• 401(k) Plan

• Individual 401(k)

• SEP IRA

• Simple IRA

• Profit Sharing Plan

• Defined Benefit Plan

• Money Purchase Pension Plan

• 403(b) Plan

• Retirement Trust Account

What Makes Us Different

• Solution-Oriented• Trustworthy• Respectful• Accountable• Institutional Class Managers• True Diversification

INDEPENDENT

A New Business Model

Clearly Defined Sales Process

Video Training ModulesHow to Conduct Client Meetings

First Client Meeting

Second Client Meeting

Corporate Email Account

Benefits of a company email account:

• More professional than a personal email

address

• Unlimited Storage

• Company Instant Messenger

• Document storage “in the cloud”

• Calendar Sharing with clients and colleagues

• Syncing with Blackberry, iPhone and Android

phones

• Task list organization

• Filter all unwanted emails with a few clicks

• Very little, if any, spam email

Web-Based Contact Management System

• Web-based

• Organize all prospects in one place

• Alerts will remind you to call prospects

• Drip emails (Newsletter)

• Record detailed notes

Client Videos and NewsletterIncluding Client Drip Email Plan

Leverage our vast resources to help build Your Business

The Magic of Compound Recurring Income

Building Your Own Practice at Global Asset Management Group

You now have a minimum $85,000 annual income for life.

• Average Account Size: $100,000• Average Rate of Return: 8%• 3 New Accounts Per Month for 4 Years• 144 Total Accounts

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The Personal Four-Year Plan

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Financial AdvisorIndustry Average

According to a 2010 article in Investment News, the average assets under management for an

independent Financial Advisor is:$32,380,857

At Global Asset Management Group, that equates to an annual income of:

$139,885

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Hollywood's top stars can earn $20 Million per film and the average time to shoot a movie is six months. In fact, if these celebrities worked standard 8-hour workdays, it would take them less than seven days to earn $1 million.

What about everyone else? We took the median annual salary of each profession, as reported by the Bureau of Labor Statistics, and broke down the earnings based on a 40- hour workweek.

The following is the answer to the question : “How long until you Earn your First Million?”

How Long Until You Earn Your First Million

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Architects: $64,15032,425 hours4,053 days16 years

College Coaches & Scouts: $37,53055,432 hours6,928 days27 years

Automotive Technicians: $33,78061,576 hours7,697 days30 years

Computer Managers: $101,58020,475 hours 2,560 days10 years

Bartenders: $16,350127,226 hours15,901 days61 years

Computer Software Engineers: $79,78026,069 hours3,259 days13 years

How Long Until You Earn Your First Million

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The Magic of Compounding Recurring Income

Your Do The Four-Year Plan Personally and Hire 10 Advisors Who Do The Same

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Family of Companies

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Comprehensive Wealth Management