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FDWP2019 View Drop Down
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Joined: Jan/02/2019
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    Posted: Jan/03/2019 at 12:00pm

I’ve been licensed and in the business for a little over ten years. I’ve had a book of business in the past but have spent the last 5yrs stuck in a call center doing financial plans with a salary. My company is downsizing, and I was fortunate enough to get a position with a small RIA that my one of my old colleagues was able to build. My role is to build processes to make his business more efficient and drive marketing campaigns.  We use Redtail and the business is mostly fee based. We are looking to grow this year and have a bunch of marketing options to choose and are becoming overwhelmed with all the options. Looking for help on anything to drive business. Any good resources out there that members have had success with?  

Thanks
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cardinal23 View Drop Down
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Joined: Oct/22/2018
Location: NY
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Post Options Post Options   Thanks (0) Thanks(0)   Quote cardinal23 Quote  Post ReplyReply Direct Link To This Post Posted: May/31/2019 at 2:06pm
best of luck
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KPWA View Drop Down
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Joined: Jun/17/2019
Location: Seattle, WA
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Post Options Post Options   Thanks (0) Thanks(0)   Quote KPWA Quote  Post ReplyReply Direct Link To This Post Posted: Jun/17/2019 at 4:31pm
Its going to be great!
Kevin P. CFP®
Seattle WA
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