Post Convention Training. The Family Market: Day 3 Retire Financially Successful m Powered by.

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Presentation transcript:

Post Convention Training

The Family Market: Day 3 Retire Financially Successful m Powered by

Day 3 Investments Exempt Market m Powered by

Dee Choy Quadrexx m Powered by

Business Unusual National Best Business Process m Powered by

Appreciate Quadrexx allows you to: Offer your clients better investments – Wealth Management Expertise for retail investors – Client-aligned investments based on real assets providing real cash flows – Quadrexx performs the due diligence Recruit Industry Professionals to National Best through our partnership with Quadrexx – Overrides available – Full training program and support m Powered by

Connect Who do you know who... Has an insurance license and wants to grow their business? Has a mutual fund license and is getting tired of the administration and paperwork? Is looking for better investment options for their clients? m Powered by

Discover Great DISCOVERY questions to ask Industry Professionals: “Is administration and paperwork taking more and more time out of your workday?” “Are your clients disappointed with their investment returns?” “Are you wanting to grow your business and have more tools to work with?” m Powered by

Share What to SHARE with Industry Professionals: “Quadrexx is bringing wealth management expertise to the retail investors.” “Let a portfolio manager look after your clients’ portfolios while you focus on connecting with new clients.” “Offer clients investments tied to real assets and real cash-flows.” “Have peace of mind, knowing that Quadrexx has checked out the investments AND the management teams.” m Powered by

Confirm Which option is right for you?: Refer clients to EMP licensed agent Get your EMP license with Quadrexx (contact Dee Choy) – Overrides paid to NB Referring Advisor – Quadrexx will pay for cost of licensing upon completion (EMP course and 2012 NRD fees) – Register for course for Sept 30, 2012 and complete the course by Nov 30, 2012 – 250 Business Cards provided Refer interested Advisors to Dee Choy m Powered by

Follow Up If Referring Clients: with their full contact details and he will find an EMP Advisor to connect with them If you want to get your EMP license: Dee to get more information and application form If Recruiting an Industry Professional: Dee Choy with their full contact details m Powered by