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Sep 7, 2015 11:51 pm

I just transitioned from Chase to Independent.    I am looking for advice from others who made the transition from a bank to becoming Independent.  What should I say or do to get former clients to follow me?

Thank you!

Oct 26, 2015 11:37 pm

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Oct 29, 2015 11:35 am

Hi. I am starting an RIA mostly from scratch for 2016. I am a CFP & CFA but will be starting with very few assets. I will have a few million that will follow from my current firm, with whom I have a non-compete clause, and a couple more from a client/s that I worked with years ago. I am looking for advice too. Has anyone used Charles Schwab or IB? What have most done for a Website? Do you use FMG or whitebranded? Any opinions would be appreciated.

Dec 4, 2015 6:55 pm

Hi guys,
I recently formed my own RIA (early 2015) and have been operating for the past 4-5 months. Feel free to reach out to me via PM and keep in touch.

Dec 24, 2015 6:11 am

My name is Christopher Rohn, formerly with BB&T, CIBC and lastly with Barclays before starting with my group at Apex Project Finance Inc here in UK - inquiries to [email protected] As Financial experts - transiting from different field of life, nothing like Independent / Bank Brokerage. Starting from Portfolio Management, Bond Brokerage, Bank Guarantee / SBLC