build your brand

Build your brandEssential strategies for uncovering your true value

FOR INVESTMENT PROFESSIONAL USE ONLYADVISOR EDUCATION

2 Build your brand: Essential strategies for uncovering your true value

FOR INVESTMENT PROFESSIONAL USE ONLY

Natixis Global Asset Management, S.AAsset management holding company

• Over $706 billion in assets under management as of 12/31/11

• Among the top 15 largest asset management companies worldwide*

• Our model allows for independent thinking among our asset managers



Global presence, local insight

London

Dubai

Boston Beijing

Taipei

Tokyo

Singapore

Stockholm

FrankfurtAmsterdam

Paris

LuxembourgGeneva/Zurich

Milan

SydneySantiago

Oakland



Our global capabilities

1A division of Natixis Asset Management Advisors, L.P.

Alternatives, equity and fixed-income solutions

1

1

Natixis Caspian Private Equity



Recognized for top money management talent

NGAM Distribution, L.P.

1. The Morningstar Manager of the Decade Award (2000-2009) is selected by Morningstar Fund analysts. The award is decided by evaluating the risks managers assumed to achieve investment return taking into account asset size, strength of the manager, strategy, and firm’s stewardship. There are five nominees for each award: domestic, foreign, and fixed-income.

2. Each year Morningstar selects managers who they believe have done right by shareholders, delivered superior long-term returns, and produced strong results for the year. Morningstar looks for good stewards who have developed sound strategies.

David Herro of Harris Associates L.P.1

Multisector Bond Team of Loomis, Sayles & Co.2



1. Cerulli Quantitative Update: Global Markets 2011, based on December 31, 2010 AUM of $713 billion. 2. IPE Survey, Listing of asset managers active in the European marketplace - June 2010, based on total assets under management as of 31 December 2009.3. Investment & Pensions Europe, "The Top 400 Asset Managers", June 2011 - List of top 120 European institutional managers based on total third-party assets under management for all types of European institutional clients: pension funds, insurance companies, corporates, charities & foundations as of 12/31/2010. 4. Investment & Pensions Europe, "The Top 400 Asset Managers," June 2011 -- List of asset managers with headquarters in Europe on a country basis according to AUM worldwide as of 12/31/10. 5. The award, sponsored by The Journal of Investment Management and investment manager New Frontier Advisor, honors the influence of Mr. Markowitz’s work on both theoretical finance and the practice of asset management, according to a news release.

Recognized as a global leader

Among 15 largest asset management companies worldwide1

•Among 15 largest asset management companies in Europe2

•Ranked #3 among European institutional managers as of June 20113

•Ranked #3 among asset management companies in France as of June 20114

Markowitz Award: For paper, ‘Warning: Physics Envy May Be Hazardous to Your Wealth,’ Andrew Lo and Mark T. Mueller5

Natixis Global Asset Management, S.A

Investment & Pensions Europe




***The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return

for the period ending December 31, 2010. Past performance is no guarantee of future results.

**The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2010. Past performance is no guarantee of future results.

*Loomis Sayles ranked #1 out of 41 eligible companies. Large complexes are defined as fund families with more than $34.5 billion in total net assets. Eligible asset class group awards are given to fund groups with at least five equity, five bond, or three mixed-asset portfolios in the respective asset classes. The lowest average decile rank of the three-year Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. In cases of identical results the lower average percentile rank will determine the winner. Asset class group awards will be given to the best large and small groups separately. Small groups will need to have at least three distinct portfolios in one of the asset classes – equity, bond, or mixed-asset.

Loomis Sayles Fixed-Income Family*

Fixed-Income Fund Family of the Year

Loomis Sayles Global Bond Fund, Institutional**

Global Income Funds Category Winner for 10-Year Period

Loomis Sayles Strategic Income Fund, Y***

Multi-Sector Income Funds Category Winner for 10-Year Period




Harris Associates: Clyde McGregor, Portfolio Mgr.*

Excellence in Fund Management Award

Oakmark Equity and Income Fund**

Mixed-Asset Target Allocation Funds Category Winner for 10-Year Period

Oakmark Fund***

Large-Cap Core Category Winner for 3-Year Period

**The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2010. Past performance is no guarantee of future results.

*Managers had to have served a minimum of five years at a fund that is consistently top-rated by Lipper’s research analysts. Candidates were evaluated in criteria including risk-adjusted returns, total returns, expenses, and tenure. Evaluations were conducted in February 2011, based on data compiled through the end of 2010.

***The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2010. Past performance is no guarantee of future results.



AlphaSimplex Group

*As of December 31, 2011

Dr. Andrew Lo • Portfolio Manager and Chief

Scientific Officer• Professor of Applied Mathematics,

Massachusetts Institute of Technology• Author: A Non-Random Walk Down Wall

Street

Expertise: Absolute return strategiesFounded: 1999Headquarters: Cambridge, MAAUM: $3.6 billion*

• Hedge fund beta replication strategies• Managed futures focus provides liquidity

and transparency missing in many so-called alternatives

• Based on Lo’s Adaptive Market Hypothesis



Harris Associates

*As of December 31, 2011Past performance is no guarantee of future results. The Morningstar Manager of the Decade Award

(2000-2009) isselected by Morningstar Fund analysts. The award is decided by evaluating the risks managers

assumed to achieve investment return taking into account asset size, strength of the manager, strategy, and

firm's stewardship. There are five nominees for each award: domestic, foreign, and fixed income.

David HerroMorningstar International Manager of the Decade, 2010

Expertise: Value investments Founded: 1976Headquarters: Chicago, IL AUM: $64.4 billion*

• Value specialists with experience that spans five decades

• Reputation for consistency

Bill Nygren



Gateway Investment Advisers

Expertise: Hedged equity strategies Founded:1977Headquarters: Cincinnati, OH AUM: $8.1 billion*

• Hedged equity specialists• Call strategy born out of insights

gained in 1987 market downturn

Patrick RogersCEO and Portfolio Manager

Mike BuckiusPortfolio Manager




Loomis, Sayles & Company

1 Past performance is no guarantee of future results. Each year Morningstar selects managers who they believe have done right by shareholders, delivered superior long-term returns, and produced strong results for the year. Morningstar looks for good stewards who have developed sound strategies.

2 Criteria: Loomis Sayles ranked #1 out of 41 eligible companies. Large complexes are defined as fund families with more than $34.5 billion in total net assets. Eligible asset class group awards are given to fund groups with at least five equity, five bond, or three mixed-asset portfolios in the respective asset classes. The lowest average decile rank of the three-year Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. In cases of identical results the lower average percentile rank will determine the winner. Asset class group awards will be given to the best large and small groups separately. Small groups will need to have at least three distinct portfolios in one of the asset classes – equity, bond, or mixed-asset.


• Research-driven fixed-income and equity investments

• Unique Analytical culture

Expertise: Actively managed, research-driven equity and fixed-income portfoliosFounded: 1926Headquarters: Boston, MAAUM: $159.9 billion*

Multisector Bond Team• Morningstar Fixed-income Manager

of the Year, 20111

• Lipper Top Fixed-income Fund Family 20112



Today’s session is about helping you

• Develop a strong personal brand as a financial advisor

• Capture your share of the competitive high-net-worth market



Our agenda

• Review the meaning of a brand• Identify key elements of a STRONG personal brand• Provide tools, tips, and best practices for building

your brand



The dynamics of a corporate brand

• Embody company values• Define an overall customer experience• Companies spend millions of dollars on extensive

brand-building activities



What’s the meaning of these brands?




Instant information about anything you want to know




Safety and reliability




Excellence in quality coffee products – worth the price



Everyone has a personal brand

• It’s driven by what you believe in• It’s the impression your clients have of you• It’s demonstrated by your actions• Actions speak louder than words



Strong personal brands lead to success

Warren BuffettA master at uncovering hidden value

Steve JobsCreative innovator

Oprah WinfreyHer stamp of approval is worth millions

YOU! What is your brand?



STRONG personal brands share three qualities:

They’reunique1They’reunique1 2They’re

relevant2They’rerelevant2They’rerelevant3They’re

consistent3They’reconsistent



QUALITY #1: They’re unique

Your values –and the way you practice your values

– make you unique.



QUALITY #2: They’re relevant

Advisors with strong brands attract the mostattention from HNW clients because they offer something relevant.



QUALITY #2: They’re relevant

Relevant issues for high-net-worth individuals:• Resetting goals and expectations• Retirement income strategies• Risk management• Legacy planning and minimizing taxes



QUALITY #3: They’re consistent

If you fall short on consistency, you weaken your brand no matter how unique and relevant you are to clients.



STRONG personal brands share three qualities:

They’reunique1They’reunique1 2They’re

relevant2They’rerelevant2They’rerelevant3They’re

consistent3They’reconsistent

Five steps to build your brand



Key questions in developing your brand

• What do you stand for?• How are you perceived?• What are the priorities and needs of

your audience?• What is your plan?• How do you measure results and refine your

approach accordingly?



Step 1: Define what you stand for

• Articulate the values that are important to you• Understand how you currently demonstrate these

values to your clients• Determine your strengths• Identify where you need to improve

1. Values Profiler2. Kolbe Index

Action items



Step 1 Action item: Values Profiler



Step 1 Action item: Values Profiler

Rate yourself:• Expertise and knowledge• Communications• Service delivery• Relationship building

These scores will help identify where you’re strong, where you’re average, and where you have room for improvement.



Step 1 Action item: Kolbe Index (www.kolbe.com)

• A methodology to discover your natural abilities

• An in-depth questionnaire that zeroes in on your personal, instinctive strengths



Step 1 Action item: Kolbe Index (www.kolbe.com)

Results show: • The value you can bring to a group/team• How to home in on your strengths and use them• How to make better use of your time



Step 2: Understand how you are perceived

• What do your clients say about you?• How do you emphasize your unique qualities?• How well are you meeting client needs?

1. Win/loss checklist2. Annual review

questionnaire

Action items



Step 2 Action item: Win/loss checklist

• Track your wins and losses

• Look for trends



Step 2 Action item: Annual review questionnaire



• How well are you staying on top of client needs and concerns?

• Are you leading with the strengths they value the most?

• What feedback can you gain to deliver on client needs?

• Are you maximizing your opportunitiesfor referrals?

Step 3: Determine the priorities and needs of your audience

1. Client Advisory BoardAction item



Step 3 Action item: Client Advisory Board



Step 3 Action item: Client Advisory Board themes

Boards can be an invaluable tool to you and your team while making your important clients feel special.

New clients have been with you between 1 and 3 years

Clients by profession or tradebusiness owners, physicians,corporate executives

Long-standing clientshave been with you for more than 5 years

Large clientsas measured by assets or profitability

Clients by demographic or lifestyleExecutives, widowed/divorced, Gen-Xers



Step 4: Develop and implement a plan

• What does your personal brand statement say about you?

• Identify a timeline of activities to help you stay true to your personal brand and reach your potential as an advisor

1. Personal brand message2. Brand Builder Action

Planner

Action items



Step 4 Action item: Create a brand message



Step 4 Action item: Brand Builder

• Identify areas forimprovement

• Action items• Target completion dates



Step 5: Measure results and refine your approach• Track your progress• Identify where you want to make changes

1. Review scorecard results2. Refine your plan, including

your personal brand message/statement

Action items



Step 5 Action item: Review scorecard



Step 5 Action item: Refine results

Review resultswith your coach

Fine tune your BrandBuilder action plan

Complete ValuesProfiler — again!

Revisit and refine yourpersonal brand statement

Invest in additionalpersonal development



Natixis Global Asset Management is a partner and a TEAM with:

• Ideas• Tools• Training• Resources

Building Your Brand



Advisor Academy Seminars

Build your brandEssential strategies for uncovering

your true value

Build your ideal practiceStrategies to help take your

practice to the next level

Face to faceProactive communication strategies

for volatile times

Talk/ListenFour principles of effective

client communication

The referral generatorAcquire ideal clients through existing ones

Fight the fearStrategies for confident investing

Portfolio construction in a newera of risk

How alternatives may help enhance portfolio diversification and

better manage risk

Taking control of your retirementA guide to investing for the next stage of life



To learn more, call 800-862-4863 or visit ngam.natixis.com Natixis Global Asset Management consists of Natixis Global Asset Management, S.A., NGAM Distribution, L.P., NGAM Advisors, L.P., NGAM International, LLC, NGAM, S.A., and NGAM, S.A.’s business development units across the globe, each of which is an affiliate of Natixis Global Asset Management, S.A. The affiliated investment managers and distribution companies are each an affiliate of Natixis Global Asset Management, S.A.This material should not be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction where such activity would be unlawful.NGAM Distribution, L.P. is located at 399 Boylston Street, Boston, MA 02116.

AA40-1211430543

http://www.ga.natixis.com/

build your brand

Documents

natixis global associates

natixis distributors

asset managers

aasset management

global presence

investment return

sound strategies

brandessential strategies