Q&A

• What does your first meeting consist of to get the go-ahead from the client?
• How do you account for "other things" in RRON or Financial GPS?
• Prospect Wants to Bring Investment Advisor to First Meeting
• CQ review to help the client
• When borrowing funds from a 401k, does the plan hold back collateral that is not earning anything while the loan was in force?
• Which COW presentations have impacted you the most?