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sustainablespark 
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Joined: Jun/01/2023 Location: Toronto Status: Offline Points: 3 |
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 Topic: new herePosted: Jun/05/2023 at 1:54pm |
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Greetings,
I've been in finance raising money for a small venture fund and doing VC deal review as well. New to advising and focused on family offices and hi-net and intend to focus on more than just financial area. |
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Hacksaw
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Joined: Mar/27/2010 Status: Offline Points: 35113 |
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Posted: Jun/05/2023 at 1:54pm |
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Good luck
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I response to my post:
Helado Posted: 13/Jan/2023 at 11:11pm "I stand corrected." |
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luvindy
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Joined: May/17/2010 Status: Offline Points: 28221 |
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Posted: Jun/05/2023 at 4:27pm |
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In second. Dammit.
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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BigCheese
Senior Member 
Joined: Feb/28/2012 Status: Offline Points: 2791 |
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Posted: Jun/05/2023 at 4:31pm |
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Prepare yourself...and welcome!
See if you can figure out who is and who isn't a pita....
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CFLRS
Senior Member
Joined: Nov/07/2020 Status: Offline Points: 1630 |
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Posted: Jun/05/2023 at 4:35pm |
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I'm never going to be first on one of these!
 The VC stuff is interesting, but tell us a little more about your advising setup. |
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freebird
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Joined: Sep/17/2021 Location: deep south Status: Offline Points: 13700 |
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Posted: Jun/05/2023 at 5:31pm |
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Anyone that starts their intro post with “greetings” is selling to us and not clients. Prove me wrong
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whalehunter
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Joined: Dec/18/2011 Status: Offline Points: 3635 |
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Posted: Jun/05/2023 at 5:33pm |
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missionshooter
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Joined: Feb/12/2014 Status: Offline Points: 6334 |
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Posted: Jun/05/2023 at 8:45pm |
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Hey babe, what are you looking for...
Cheers missionary
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Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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spudpotato
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Joined: Jan/23/2018 Status: Online Points: 2622 |
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Posted: Jun/05/2023 at 9:30pm |
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Greetings… earthling.
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Gray
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Joined: Feb/08/2020 Status: Offline Points: 395 |
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Posted: Jun/05/2023 at 11:10pm |
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PETA
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RIArules
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Trump Ball-Licker Joined: Mar/15/2010 Status: Offline Points: 49906 |
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Posted: Jun/05/2023 at 11:20pm |
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Personally, I think PETA is a PITA. Edit: Gary
Edited by RIArules - Jun/05/2023 at 11:21pm |
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“We are all Antifa” - Hacksaw 9/12/2025
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BigCheese
Senior Member
Joined: Feb/28/2012 Status: Offline Points: 2791 |
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Posted: Jun/06/2023 at 10:05am |
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We protect no one Gary on these forums....human or animal....just ask Ricky.
With one exception...Helado protects all fish species because he can't catch one...or at least hasn't yet had the thrill of a spinning reel... Edited by BigCheese - Jun/06/2023 at 10:06am |
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sustainablespark
Rookie
Joined: Jun/01/2023 Location: Toronto Status: Offline Points: 3 |
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Posted: Jun/06/2023 at 10:58am |
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I'm a pretty poor fisherman, and my 11year old is desperate to catch a fish --- we're like 0 for our last 5 attempts.
As for advising, fully remote, marketing digitally is our goal, with a specific niche focus as mentioned.
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CFLRS
Senior Member
Joined: Nov/07/2020 Status: Offline Points: 1630 |
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Posted: Jun/06/2023 at 11:06am |
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So you're not currently doing any "digital marketing"? How much $ are you currently managing as an Advisor? What made you decide to focus on being a FA? I'm assuming the VC stuff could very profitable, is that not the case? Is it just to pick up "easy" assets from VC related clients or are you trying to build a FA practice and taper down the VC work? Edited by CFLRS - Jun/06/2023 at 11:09am |
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freebird wrote: