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Spotlight on AIM Alumni

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jackbroylesJack Broyles works with financial advisors through his company Jack Broyles and Associates. His focus? He ensures that financial managers are equipped to better serve clients who have early onset or are already suffering from Alzheimer’s disease.

Geared to advisers and their clients, Jack’s events go through the steps a financial advisor should follow. “There are compliance issues because the individuals are vulnerable and planners need to document the signs they see and understand people often do not seek help until there is a house set on fire, or a family member walks into a stranger’s house and the family get a phone call,” explains Jack.

Most recently, Jack was invited by two former AIM colleagues to speak at the Merrill Lynch Symposium in Orlando, Florida. “Gene Needles and Scott Widder are both with American Beacon and they invited me to address a break out session. These sessions are always well received,” shares Jack.

“My mother was diagnosed with Alzheimer’s in 2000 and I saw the toll it takes. There are too many individuals out there who are suffering from memory loss and early onset Alzheimer’s and it is critical that a financial planner is aware of the signs and prepared to take action,” says Jack.

Jack shares how important it is that people understand the illness and the signs. He explains that five million individuals in the US have been diagnosed, but double that number are showing signs and have not been diagnosed. “Before diagnosis or in the early stages is when to get things done. When your clients are still in the moment and can plan properly. They can still be involved,” Jack has learned.

jack broyles actionFollowing his mother’s diagnosis, Jack got involved with the Dallas Chapter of Alzheimers where he served on the Board and was Chairman of the Board in 2010. In 2012, he started presenting on the subject and he has 60 events booked this year. “Alzheimers is impacting so many people. Every sixty seconds another American develops Alzheimer’s disease. You cannot stop it, slow it down, and you cannot prevent it. There is so much we don’t know about the brain. We can open the stomach, take out the heart, fix it and put it back. We can’t do that with the brain,” explains Jack.

Talking to Jack, you see the same level of enthusiasm and dedication that made Jack so successful during his years at AIM.

“We were in an environment with talented management and marketing professionals. We had great products and marketing materials, and they gave us the incentives to do the best we could. And we did. When I came on board in 1993, we raised 5 billion and by 2000 that number increased to 38.5 billion. It is incredible what we could accomplish. We had the support to go out and do it,” recalls Jack.

One of my fondest memories is meeting Patti Hefley when I went in to interview with Mike Cemo and Jim Salners, and later with Gordon Sprague. I met Patti first. I came back to do my 20 minute presentation and Patti said, ‘Jack good luck we are all rooting for you’.

Ted Bauer cared about all of the employees. Each quarter there was a new employee meeting and I would then talk about the retirement plan. Ted wanted people investing. It was 1996 or 1997 and we had our sales meeting after the new employee meeting. Ted said to me, “100% signed up. That is the best participation ever. What did you tell them?” he asked me. “Invest and take your match, and when you get to Ted’s age you won’t have to work,” I replied. He laughed and said, “Hell, when they get to my age they will be dead.” “Ted cared about everyone. He was a wonderful man,” remembers Jack.

Another fond memory that Jack recalled and said people still talk about today is Jim Salners and the charter check-book that Jim came up with. Jack commented, like many AIM Alumni, how his time at AIM has impacted his personal life and how he remains in touch with many of his friends. In particular, he enjoyed driving to Houston in April for the AIM Alumni happy hour where it was so much fun seeing everyone. Read more about Jack Broyles and Associates and his work preparing financial advisors to work with individuals suffering from Alzeimer’s disease at http://www.jackbroylesandassociates.com.

 

 

Sheri Morris shared on the AIM Alumni website that Kamellia Ishak passed away April 30. Kamelia holds the distinction of having been at the firm longer than anyone else, including the founders. She began her career at AIM over 35 years ago as one of the first fund accountants. Kamellia was an integral part of the foundation of the fund administration team. Her kindness and warmth which she so freely shared with all will be greatly missed.

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After receiving a call into ministry, Tamla Wilson Groce was licensed in 2007. “In addition to being called to ministry, I felt strongly that God was calling me to attend seminary. At the time, I was head of business development for an institutional money management firm and my travel schedule was crazy. This presented a complication not only to attending seminary but I married in 2007 as well and my husband and I wanted to have a baby. Though I knew it would be a challenge I moved forward with both. Two years later, school was going well but our quest for a baby was not,” shares Tamla.

Tamla sometimes found working in finance like living on another planet. “The majority of people that you speak with have no idea about the intricacies of the industry. Walking away to focus on ministry was bitter sweet. I experienced financial benefits that are not normally experienced when one is in ministry and, as a sales and marketing person, I loved the relationships I established. Yet the peace of mind that I have and the joy of actually working in my calling are priceless. As a result, I feel compelled to encourage others to pursue their passion and move from passion to purpose,” said Tamla.

Similar to others who worked at AIM, Tamla has a variety of fond memories that include experiencing and being a part of the creativity of marketing the AIM products. “The relationships that I forged while there continue on to this day as well as my appreciation for a good glass of wine. The department dinner and the Fly-ins will always be remembered although they are like Las Vegas - what happens there stays there,” Tamla said.

Tamla is a licensed minister, wife late in life, mother of two against all odds, writer, inspirational speaker, friend and faith walker. Tamla offers a weekly blog via her website www.tamlawilsongroce.com and you can follow her on Twitter @RevTamla. “As the mother of two miracle babies, I founded a fertility ministry at my church called The Waiting Room. Finishing up my Masters of Arts in Theology and Ministry at Fuller Theological Seminary this summer, I am excited to see where God will use me next,” says Tamla.

 

 

Gene Needles, AIM Alumnus and chief executive of American Beacon was quoted in the WSJ May 1. The article focused on small investors willing to commit part of their savings to less-developed countries with fast-growing economies and the potential for big returns.

Some wealth advisers argue that small investors may be better served putting their retirement savings into more-transparent investments. Even American Beacon advises that its new fund is only appropriate for long-term investors and that the fund shouldn't make up the majority of a portfolio.

"The frontier markets have done well," said Gene Needles, chief executive of American Beacon. "This is something to add to your portfolio that over time will have attractive returns," he added.

Many frontier-market bonds last year outperformed emerging-market stocks and bonds and beat returns handed to bond investors in the U.S. and Japan. The reason: risk.

Read a pdf of the article.

 

Note: Margaret Vinson has secured a new and exciting position as a real estate agent working for Martha Turner | Sotheby's International Realty.  'I have always been passionate about real estate and given the exciting Houston market, it's a great opportunity to follow my passion, says Margaret.  The marketing, financial and professional talents I gained in financial services are a huge asset for my new career in real estate. So if you know of anyone buying or selling, please send them my way!

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Margaret Vinson is looking for her next career opportunity and appreciates the support many AIM alumni have provided. "I am looking for an opportunity where my 24 years of experience, primarily in marketing and sales optimization, will be of value. I am flexible in terms of the capacity in which I add value to an organization (employee/contract/consultant; full-time/part-time). I welcome any tips, suggestions or referrals!" www.linkedin.com/in/margaretvinson

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Margaret would love to thank the AIM Alumni. "I have been overwhelmed with gratitude for AIM alumni. So many have been generous with their time and willing to help in so many different ways as I seek my next opportunity. It has truly been an awesome experience and I feel blessed and proud to be a part of the AIM Alumni family," said Margaret.