About

5Q is a two-pronged program that:
  • Shows you how to get in front of people with money who have an advisor
  • Shows you how to use the 21-Point Checklist to get those people to leave their current advisor and move all their accounts to you

Conventional marketing only gets you in front of do-it-yourself investors and people with no money (but you already knew that).

Why?  Because that kind of marketing tries to lure people with “learning.”   But an AARP and US NEWS survey ranked “education” (or “learning”) as dead last on a list of things retirees spend their time doing.  Is it any wonder that it only works to get people looking for a free meal and the handful of do-it-yourselfers whose hobby is learning?

In contrast, all of our marketing leverages the one thing that retirees do spend their time on.  And as a result we get people with money. 

But most of them will have an advisor.  That’s where the 21-Point Checklist comes in.  It’s the secret sauce that gets everyone to move their accounts away from their current advisor and over to you.  It turns out that there is one thing that gets everyone to leave their current advisor regardless of how good they have it or how few problems they think they have.  And the 21-Point Checklist helps them identify up to 21 examples of that one thing in their current situation.

When you combine getting in front of the right people with a tool to get those people to move everything to you, you’ve got a surefire recipe for success.

Get in front of prospects…with $100,000 to $3 million to invest…in your office...looking for an advisor’s help.  Are you interested?

Watch this Video