RIAs, IndependentsCommented on: 6 years ago (February 24, 2010)
i agree with you that the difference between a loan or not for me is the difference between 6 and 18months of going indy. I am in a situation where i am not interested...
What's Up at Firms?Commented on: 6 years ago (February 14, 2010)
2.5% but it depends on type of fixed income and maturity length
GeneralCommented on: 6 years ago (January 27, 2010)
the relevance is that i dont want to get canned for short selling my house. the few guys i know that are going thu the process are all 500k+ producers. if it comes down to production...
GeneralCommented on: 6 years ago (January 22, 2010)
i have been in the process of converted many assets into fee based accounts as well. the justification to myself and the client is that i plan on being more active in the clients accounts....
GeneralCommented on: 6 years ago (January 20, 2010)
chris sound like you are trying to get free advice. maybe you should go hire a financial advisor.