RIAs, IndependentsCommented on: 1 year ago (December 10, 2012)
I would not pay more than 235-240k for that book. The valuation is way too high unless he is financing it to you over a period of 4+ years and available on a limited basis to ensure client...
RIAs, IndependentsCommented on: 1 year ago (November 26, 2012)
Your probably giving up quite a bit if you have above average production.
I run an RIA that helps transition advisors from B/D or insurance based firms without leaving business behind....
Rookies & TraineesCommented on: 2 years ago (September 17, 2012)
Doubt you will find anyone here with knowledge of asset protection in the UK. Go find an attorney and pay for advice you can fall back on.
Rookies & TraineesCommented on: 2 years ago (September 14, 2012)
Very typical, that is why 90% fail.
Prospecting, Marketing and SellingCommented on: 2 years ago (August 31, 2012)
Why would a client pay you one percent to drop them into a Vanguard fund especially if they knew you were coming to a board to get allocation advice?
Lots of people build portfolios with...