Help

1 reply [Last post]
richardmlake's picture
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Joined: 2005-03-31

OK now that I have all my licenses ( 7,63,65), how do I go about getting clients.  I have been able to bring over many of my tax clients and have about 750K under management.
My B\D has no real training program and I am out here on my own in a very rural area of about 8000 people. There is only one other broker within a 50 mile radius. 
Most people in town know who I am as I have done taxes here for about 4 years.
Any creative ideas would be helpful?

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