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dockovich View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote dockovich Quote  Post ReplyReply Direct Link To This Post Topic: Hey
    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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote dp022 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/29/2020 at 12:18pm
Welcome!
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hmatts View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote hmatts Quote  Post ReplyReply Direct Link To This Post Posted: Mar/29/2020 at 3:03pm
Good for you for sticking with it and being proactive. How have you been building so far?
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Ron 14 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/29/2020 at 5:58pm
Welcome! What are your current prospecting strategies?
You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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dockovich View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote dockovich Quote  Post ReplyReply Direct Link To This Post Posted: Mar/30/2020 at 9:24am
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Mar/30/2020 at 10:55pm
How many clients? Aum?
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knuk View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Mar/31/2020 at 9:42am
Hopefully you are leading with the tax angle to business owners.
Too much of anything is bad, but too much good whiskey is barely enough - Mark Twain
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