1. Type of firm you are at.
> I'm indy, came from a wirehouse
2. Title.
> owner? founder? or just FA i guess
3. Years in role.
> 1yr as an indy as of tomorrow
4. AUM (if applicable).
> 0, been doing fee-only planning...changing that this year tho, tired of being broke
5. Trailing 12 (if appliable).
> I'm broke
6. What you hope to get our of this forum.
> accountability, bragging rights, share my journey with newbies (good and bad)
7. Anything else you feel is relevant.
> I've been a follower and a big fan of AH for a number of years, and referred it to a number of colleagues over the yrs.