1. Type of firm you are at.
Wire
2. Title.
FA
3. Years in role.
10
4. AUM (if applicable).
$140M total, $95M fee based
5. Trailing 12 (if appliable).
$900k
6. What you hope to get our of this forum.
Marketing and practice management ideas
7. Anything else you feel is relevant.
Inherited book, but I’m too young and get bored too easily to just coast. I love the hunt of prospecting. Near term goal is to bring on jr partner to service clients so I can focus on growth. Longer term goal is to have enough non inherited clients to be confident in a transition to RIA.
Intro
-
Wet Blanket
- Site Admin
- Posts: 171
- Joined: Thu Aug 03, 2023 3:56 pm
- Location: Best state in the nation.
Re: Intro
Welcome!