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Pwc ke fyde in this comment thread!!
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Anyone knows about the base for chase PCA?
I met someone and their son is a director at Morgan Stanley. He told me to give him a call and potential have a talk about working there . How are Morgan Stanley advisors compensated. I ask because I left another firm and they have tried to charge me charge backs on commissions that have come back.
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WTF? If I understand correctly, you'll get individuals for lunch seminars, but no business owners for a lunch seminar...especially about SEPs and SIMPLEs.
I think you should own the room. 12 is a great number. I would join/start a networking group, offer your room let the group help you fill the seats.