What's Up at Firms?Commented on: 4 years ago (April 9, 2011)
What are the 4 funny banking rules?
RIAs, IndependentsCommented on: 4 years ago (March 31, 2011)
I think you should call some guys at your business level already with Schwab. Not many guys around here sniff 1/4 of your production. Good luck. If you are willing to share how you...
What's Up at Firms?Commented on: 4 years ago (March 24, 2011)
Edward Jones is doing the same thing. Calling it an O share. The industry is moving in this direction, I think. BTW: Did FINET ban paragraphs?
Prospecting, Marketing and SellingCommented on: 4 years ago (March 24, 2011)
Direct mailers have brought me zero business. Only did about 2000 so that might not be enough to close the door on them forever... just seemed like a waste of time and capital.Mailers for...
RIAs, IndependentsCommented on: 4 years ago (March 22, 2011)
Big - I think you worked at a bank and left with a large book so this might not apply to you as much.How about the guy that works at a wire or Jones with a 20-30mm book? If they went indy...