9. Strategic Lifestyle & Wealth Management Integrity Performance Innovation The design and implementation of accumulation, preservation, distribution, and transfer strategies to leverage client wealth towards the ultimate goal of achieving significance and peace of mind. Integrity Performance Innovation
10.
11.
12. Service IPI Technology Suite Investor Solutions Advisor Solutions Partnering for Success Integrity Performance Innovation 2010 Focus
13. IPI must “own” the reputation for having set and consistently performed the highest customer service standards in the industry. By doing so, the firm will attract and retain advisors who benefit from and are committed to integrating these standards in their own practice. IPI will regularly implement, review and revise its processes so as to continually improve its ability to exceed the expectations of its family of advisors. Every time. Partnering for Success Integrity Performance Innovation Service
14.
15. IPI Promise to our Advisors: We will: Work to provide the highest level of service possible. Address and find solutions for your ever-evolving needs. Approach every situation as high priority and with utmost respect. Anticipate unexpressed needs and concerns. Devise and offer cutting-edge education and training sessions. Partnering for Success Integrity Performance Innovation Excellence in Service
16.
17. IPI Technology Suite Data Aggregation Clearing Platform Custody Platforms Performance Reporting Planning Solution Productivity Tools IPI WealthConnect Portal
25. Structured Products Ability to create investment strategies that meet specific needs of investors, particularly those who own concentrated stock holdings. Equity collars Variable prepaid forwards Equity-linked CDs Exchange funds Structured notes Alternative Investment Source- Private Non-traded REIT’s, Hedge Funds All custody platforms provide enhanced custodial and shareholder services to a number of alternative investment funds registered under the Investment Company Act or the Commodity Exchange Act. RBC Alternative Research, Schwab Alternative Investment Source™, and TDA Alternative An experienced, dedicated operations service team Monthly valuation reporting (weekly for some funds) Consolidated client statements that include alternative investments on the same statement as other holdings Retirement Accounts & Educational Accounts Tax-advantaged products to help clients achieve retirement goals and save for college education expenses. Individual Retirement Accounts Employer-sponsored Retirement Plans including 401(k) Plans Small-business Accounts: Qualified Retirement Plans (QRP), SEP IRA, SIMPLE IRA; Defined Benefit Plans 403(b)(7) Account 529 College Savings Plan Education Savings Accounts Integrity Performance Innovation Partnering for Success- Investors Solutions
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
Before you begin: Students should be familiar with datasheets, or complete these related training presentations: “Datasheets I: Create a table by entering data,” and “Datasheets II: Sum, sort, filter, and find your data.” The Quick Reference Card that’s linked at the end of this course also has pointers to more information about datasheets. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
![Our Mission ,[object Object],Partnering for Success Integrity Performance Innovation](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)