Greenhorn Introductions

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New Member

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=1962
Printed Date: Mar/26/2026 at 9:24pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com

Topic: New Member

Posted By: Rickybobby
Subject: New Member
Date Posted: Dec/07/2010 at 5:23pm

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.

Replies:

Posted By: Wet_Blanket
Date Posted: Dec/07/2010 at 6:55pm

Welcome Ricky Bobby!