Call me Nacho.
1. IAR at Solo RIA
2. Advisor, Owner, office janitor and if I pass the bar soon, lead attorney
3. 15 years in role.
4. An unsatisfactory $75M AUM
5. N/A
6. Prospecting avoidance, YouTube break, Advisor POV/experiences, best and worst practices.
7. Lurker back on old AH and briefly on RR. Growing tired of solo and evaluating options, listening to POV's and attempting to add humor and my own 2 cents where helpful.
Greetings, brothers!
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Wet Blanket
- Site Admin
- Posts: 180
- Joined: Thu Aug 03, 2023 3:56 pm
- Location: Best state in the nation.
Re: Greetings, brothers!
Welcome!