Page 5 - Money Concepts Corporate Brochure

WELCOME TO MONEY CONCEPTS INTERNATIONAL. I would like to

introduce you to a firm designed by entrepreneurs for entrepreneurs.
Money Concepts was created to help you succeed in your financial planning

and wealth management practice. If you are an independent financial advisor, tax
professional or manage a community-based financial institution, this brochure is
for you.

You’ll find “turnkey” systems that will help you reduce the “everyday chores”
of your business and free you to spend more time with clients and prospects to
dramatically grow your business and increase your income.

Eighty percent of the professionals who join our firm are still with us five
years later — a remarkable statistic!

Why do they join us and stay?
• Is it our Tech EdgeTM ?
• Is it our Turnkey marketing formats and procedures?
• Is it our Money Concepts University, which provides the finest in continuing

education?
• Is it our corporate culture of sharing?
YES! The answer is, “All of the above.”

At Money Concepts, you are in business for yourself, but not by yourself.
We are very proud of the many success stories of our associates.

Over the next few pages you will find the tools, methodologies and business
systems offered through Money Concepts that will help you build a strong business
foundation and break through the ceiling of complexity. We help you take “the
straightest path to success.”

The most important person in our organization is YOU!

Sincerely,

Denis

Denis Walsh, CFP®, CEP, CFS, RFC
President & CEO

Pictured below left to right: Barry Dayley, Executive Vice President; Mario Monteiro, Sr. Vice President of Operations;
Terri Walsh, Sr. Vice President/Chief Compliance Officer

Pictured left to right:
John P. Walsh

Founder & Chairman of the Board
2007 Loren Dunton Award Recipient

Denis Walsh
CFP ®, CEP, CFS, RFC

President & CEO