Post Convention Training

The Family Market: Day 3

Retire Financially Successful

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Day 3 Investments

Exempt Market

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Dee Choy

Quadrexx

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Business Unusual

National Best Business Process

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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

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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?

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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?”

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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.”

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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 ChoymPowered by

Follow Up

If Referring Clients:• Email choy@Quadrexx.com with their full

contact details and he will find an EMP Advisor to connect with them

If you want to get your EMP license:• Email Dee to get more information and

application formIf Recruiting an Industry Professional:• Email Dee Choy with their full contact details

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