Anybody have series 24 study materials that they don’t need anymore????
Senoir advisors and owners: What do you offer in commission and fee splits with junior advisors? what do you pay office staff? juniors, what is your current or past comp split?
My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??
At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.
What’s it cost to work with an attorney when leaving a firm?
Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year
What is your experience with The Bill Good Marketing system?
Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.
Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .
For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......
Anyone using remote marketing consultants for social media seminar promotions or creating online content?
Is riskalyze worth it as a lead gen tool?
Anyone work with Carson Group? If so share experience
Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.
Valentines Day - what do you guys do for your widowed clients?
Just made the move from a wirehouse to join an RIA! So excited!
Has anyone used Smart Asset for lead generation?
Anyone use lead company motivated prospects.com? Sounds too good to be true?
RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.
Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?
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