Indy and affiliated with a bank
I have a friend who has his own shop with LPL and also has a relationship with a local credit union chain that has five branches in his area.He has an office in each of the branches, puts his bio and picture in their quarterly publication and spends a couple days each week meeting with clients at the various branches. Are any of you doing this? If so, how did you approach the bank/credit union about affiliating with them?
I could see where that would be a sweet gig…all those warm referrals without all the bank management bullshit.
Indyone…I just spewed soda all over the keyboard at that comment. I unfortunately understand coming from a bank.