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dockovich
Rookie Joined: Mar/29/2020 Status: Offline Points: 3 |
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Posted: Mar/29/2020 at 12:08pm |
I'm an IAR at an independent RIA..been building my practice for 4 years. It's going mediocre at best. Before that I worked under a partner at a big RIA with zero production responsibility and all UHNW clients. Before that I was a tax attorney.
I need to get off my ass and start producing. |
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dp022
Greenhorns Joined: Sep/05/2019 Status: Offline Points: 70 |
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Welcome!
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hmatts
Greenhorns Joined: Mar/29/2020 Status: Offline Points: 13 |
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Good for you for sticking with it and being proactive. How have you been building so far?
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Ron 14
Gold Member Licensed Teller Joined: May/12/2010 Status: Offline Points: 19385 |
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Welcome! What are your current prospecting strategies?
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dockovich
Rookie Joined: Mar/29/2020 Status: Offline Points: 3 |
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Initially it was friends and family and that's lead to referrals. I also wrote some blog posts that were blasted out nationally got my biggest client through blogging, strangely enough.
I've gotten a few "super referral" type clients that keep sending their friends to me. This has been great, but still slim pickings. As for current strategies/activity, I really don't have any.
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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How many clients? Aum?
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knuk
Senior Member Joined: May/20/2010 Location: Canada Status: Offline Points: 7277 |
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Hopefully you are leading with the tax angle to business owners.
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