Prospecting, Marketing and SellingCommented on: 2 years ago (June 20, 2012)
Time to cold canvas then.
GeneralCommented on: 2 years ago (June 5, 2012)
Rookies & TraineesCommented on: 2 years ago (May 15, 2012)
CashMonger9000 wrote:Ok, so when I start prospecting... if I know of individuals who might be solid, prospective clients, but they live in a different state than where I reside, what happens?...
RIAs, IndependentsCommented on: 2 years ago (November 15, 2011)
Aguilartx is correct. Technically, it can take a bit of time after resignation for your U5 to process. The actual date may fall a couple of weeks after resignation as did mine.
RIAs, IndependentsCommented on: 2 years ago (October 26, 2011)
Are you managing the trades as an RIA?