Year End

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Feb 17, 2010 7:48 am

So my year ended yesterday(a couple of years ago I picked an arbitrary date) so production was down 15K(due to my switch to fee based and away from A shares and VAs)..

 
So today I start fresh(i love the feeling of starting fresh)...
Feb 17, 2010 9:57 am

If you are a RIA, time to update your ADV Part I.  Good times!

Feb 17, 2010 10:11 am

Nope...just a simple indy...I find by picking a year end date, it is a great motivator for firing on all cylinders for prospecting..