STAR Magazine November 2018 | Page 25

Next Level Results
Was there a difference
in the amount of total
assets gathered by
Next Level advisors in
the 24 months before
they joined the program
versus after they joined
the program?
$250,000,000
$200,000,000
$250,000,000
$150,000,000
$100,000,000
$200,000,000
AUM 0
AUM 0
$100,000,000
$200,000,000
$250,000,000
$50,000,000
$150,000,000
$200,000,000
AUM 0
$100,000,000
$150,000,000
$250,000,000
$50,000,000
$100,000,000
$200,000,000
AUM 0
$50,000,000
$150,000,000
$600,000
AUM 0
$100,000,000
$500,000
$600,000
$50,000,000
$400,000
$500,000
AUM 0
$300,000
Was there an increase
in Trailing 12 GDC at
the end of the program
versus at the start of
the program?
100%
$150,000,000
$250,000,000
$50,000,000
$50,000,000
$150,000,000
$250,000,000
Was there a difference
in the amount of assets
gathered by Next
Level advisors versus
a randomly selected
control group?
Average
AUM Increase
$200,000,000
$100,000,000
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
¢ 24 months pre Next Level
¢ 24 months post Next Level
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
Average
AUM Increase
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
87%
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
¢ Control group
¢ Next Level participants
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
$600,000
$400,000
$200,000
$300,000
$500,000
$100,000
$200,000
$400,000
AUM 0
$100,000
$300,000
AUM 0
$200,000
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
Average
GDC Increase
32%
$100,000
Next Level Classes 1-14
achieved an average GDC
Increase of 32 %
and an average AUM
Increase of 100 %
AUM 0
#01 #02 #03 #04 #05 #06 #07 #08 #09 #10 #11 #12 #13 #14
‘08 ‘09 ‘10 ‘11 ‘11 ‘12 ‘12 ‘13 ‘13 ‘14 ’14 ‘15 ‘15 ‘16
¢ Trailing 12 month GDC prior to program start
¢ Trailing 12 month GDC after program completion
NOVEMBER 2018 | The STAR 24