RIAs, IndependentsCommented on: 5 years ago (July 19, 2010)
What B24 said, +1 tenthtee wrote:Anyone prefer Fidelity RIA or TD, I'm not sure which one I'll take yet. Thanks, Ten. TDA hands down. Bad experiences with Fidelity.
GeneralCommented on: 5 years ago (February 4, 2010)
EDJ4now wrote: I'm just trying to keep my part in a wrap account, and not get it moved to Am Funds at NAV (I would still probably get the trail, but .25 isn't really what I'm after)....
RIAs, IndependentsCommented on: 5 years ago (February 4, 2010)
Probably too late for this suggestion, but here it is anyway...
To help with the non-compete, on my ACAT paperwork I wrote the phrase "per your request".
RIAs, IndependentsCommented on: 5 years ago (January 27, 2010)
Care to share?
Prospecting, Marketing and SellingCommented on: 5 years ago (November 10, 2009)
If you're using ACT you can create a 2nd database to use while coldcalling. Then when they become a prospect move them to your main database.