How much more would you have made over the past couple of years if you eliminated all chargebacks or look-backs?
We can show you how to make chargebacks and look-backs a thing of the past. At 5Q, we teach you how to use the 21-Point Checklist to get people to tell you:
• They want to leave their current advisor.
• They want to move all their accounts away from him.
• And they want you to take care of their money.
When it’s the clients’ idea, they never change their mind.
We set aside two days to show people exactly what we do.