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Rickybobby
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Joined: Dec/07/2010 Status: Offline Points: 2 |
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Topic: New MemberPosted: Dec/07/2010 at 5:23pm |
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Hello everyone,
Thanks for the forum. This is helpful.
I am an independent RIA starting out the hard way: Few clients and cold calling for new ones. I was previously a recruiter at an independent broker dealer and I dropped my 7&24 when I went RIA only. I clear business through Scottrade. I use a segmentation/bucket strategy and am geared toward the Retirement market.
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Wet_Blanket
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Team America (not iMo) Joined: Mar/10/2010 Location: New England Status: Offline Points: 46820 |
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Posted: Dec/07/2010 at 6:55pm |
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Welcome Ricky Bobby!
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