eggward
Long time member of AH and RR before that. Not as active with posting as I used to be but I do check in regularly. Fired my partner and been busy grown the business - should have done both of those a few years earlier than I actually did.
1. Type of firm you are at. National brokerage firm.
2. Title. FA/SVP/CFP/Broker, etc.
3. Years in role. > 25
4. AUM (if applicable). > 150
5. Trailing 12 (if appliable). > $1M
6. What you hope to get our of this forum. Ideas, jokes, memes.
7. Anything else you feel is relevant.
Intro
- Wet Blanket
- Site Admin
- Posts: 171
- Joined: Thu Aug 03, 2023 3:56 pm
- Location: Best state in the nation.
Re: Intro
Welcome!