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Edelman Financial Network Tops 500 Leads for Affiliates in Its First Weeks

For Immediate Release
July 24, 2008

Media Contact:
Mark Bagley
mbagley@RicEdelman.com
703-227-0541

FAIRFAX, Va. -- More than 500 qualified referrals have been forwarded to advisors who have joined the new Edelman Financial Network™ in its first weeks of operation.

Created by acclaimed financial advisor Ric Edelman, the network distributes leads generated from the hundreds of calls and e-mails Edelman’s firm receives weekly from investors around the country. Callers contact Edelman after listening to his weekly radio show, syndicated nationally by ABC Radio, or reading his current best seller, The Lies About Money, named the personal finance book of the year in the 2008 Axiom Awards competition. They typically want to learn more about the Edelman Managed Asset Program®, a highly regarded TAMP.

The volume of calls prompted Edelman earlier this year to form the Edelman Financial Network, so local advisors could serve the investment and financial planning needs of his national audience.

“Reaching 500 is a milestone, and it’s only the beginning for our EFN affiliates,” said Edelman, who noted that 94 of the referrals occurred in the past week alone. “Our innovative portfolio management program is attracting an increasing amount of attention weekly,” said Edelman.

Financial advisors who join the Edelman Financial Network receive access to the Edelman Managed Asset Program, one of the fastest-growing money management programs in the nation. They also receive substantial practice management training and marketing support from Edelman, one of the nation’s most successful financial advisors.

Affiliation with the network is reserved for talented advisors who demonstrate appropriate experience, knowledge and regulatory history, and who share Edelman’s investment management approach of long-term diversification and strategic rebalancing.

Advisors interested in learning more about EMAP and the Edelman Financial Network™ should contact Edelman at 866-611-EMAP or emap@emapadvisor.com, or visit EFN’s Web site: http://www.emapadvisor.com/cs/EFN.

Edelman Financial is a marketing name for two affiliated registered investment advisers. Edelman Financial Services LLC primarily serves the Washington D.C. area; Edelman Financial Advisors LLC serves clients nationwide via its own advisors and unaffiliated registered investment advisers. Sanders Morris Harris Group (Ticker: SMHG) is majority owner of EFS. Ric Edelman is majority owner of EFA and minority owner of EFS.

This document is not intended as, and does not constitute an offer to sell or solicit any person to purchase securities. Investment decisions should not be made based on information in this document. Prospective clients should rely exclusively on the offering material when considering whether to invest. Before making an investment decision, prospective investors should carefully consider their investment objectives, risk factors, and expenses before investing. Please read the prospectus carefully before you invest or send money.