• Develop strategic relationships. We have long-standing relationships with advisors who handle preferred stocks, options and alternative investments directly for their clients as their main enterprise; they act as sub-advisors for us. Events sponsored by your custodian are a great way to make these contacts. We met a sub-advisor several years ago at a TD Ameritrade holiday party who has handled options for us for several years.
Ten Ways New RIAs Can Grow Their Practices
June 4, 2014
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