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MAS0424 View Drop Down
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Joined: Jul/28/2019
Location: Grand Rapids MI
Status: Offline
Points: 2
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    Posted: Jul/28/2019 at 8:12pm
Hello all!

I recently moved from a FA position at a local credit union to an independent office. It’s been a great move so far!

I’m here to network and share ideas. Specifically I’m looking to gain ideas on prospecting new business as I no longer have the CU driving referrals my way. Time to get back on the marketing horse!

Thanks for having me!

MS
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Iamlegend View Drop Down
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Joined: Mar/09/2010
Status: Offline
Points: 16495
Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jul/28/2019 at 8:21pm
Welcome!
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knuk View Drop Down
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Joined: May/20/2010
Location: Canada
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Points: 3871
Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Jul/29/2019 at 10:23am
Originally posted by Iamlegend Iamlegend wrote:

Welcome!

luvindy will be pissed.
Too much of anything is bad, but too much good whiskey is barely enough - Mark Twain
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D.H.K. View Drop Down
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Joined: Mar/05/2015
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Points: 1484
Post Options Post Options   Thanks (0) Thanks(0)   Quote D.H.K. Quote  Post ReplyReply Direct Link To This Post Posted: Jul/31/2019 at 11:48pm
Originally posted by MAS0424 MAS0424 wrote:

Hello all!

I recently moved from a FA position at a local credit union to an independent office. It’s been a great move so far!

I’m here to network and share ideas. Specifically I’m looking to gain ideas on prospecting new business as I no longer have the CU driving referrals my way. Time to get back on the marketing horse!

Thanks for having me!

MS

What was your plan before you left?  (You DID have a plan before you left, right?)
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