TradePMR

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May 6, 2009 11:02 am

Anybody currently with TradePMR that can provide some feedback... Seems interesting especially their Hybrid platform

May 12, 2009 5:19 pm

bump - I'd like to know as well

May 15, 2009 2:38 pm

Good Afternoon My Friends!

 
I hope all is well.  For Advisor References, please feel free to contact me and I would be happy to furnish.  My # is 888-579-8640 or you can reach me at [email protected]
 
Great weekend to all!
May 15, 2009 4:55 pm

i have looked at them and I really like their technology, but I haven't opened any accounts with them.

 
Mike Patton over at IA Mag uses them and if you email him he will repond pretty quickly. He has blog on the IA site that is worth reading also.
May 15, 2009 8:05 pm
CALI123:

i have looked at them and I really like their technology, but I haven't opened any accounts with them.



Mike Patton over at IA Mag uses them and if you email him he will repond pretty quickly. He has blog on the IA site that is worth reading also.



Pattons' blog is worthwhile only to the extent that it should serve as a model how NOT to go independent, unless your first priority is to become a journalist and speaker. If you want to be an RIA, don't waste your time reading his blog.

May 16, 2009 12:09 am
Morphius:
CALI123:

i have looked at them and I really like their technology, but I haven't opened any accounts with them.

 

Mike Patton over at IA Mag uses them and if you email him he will repond pretty quickly. He has blog on the IA site that is worth reading also.


Pattons' blog is worthwhile only to the extent that it should serve as a model how NOT to go independent, unless your first priority is to become a journalist and speaker. If you want to be an RIA, don't waste your time reading his blog.

 
I have to agree with Morphius.  He says that he planned methodically, but I am no big details person, and I could have planned better in my sleep, writing with a pen in my butt.
May 16, 2009 11:30 am

He's not that bad.





He does plan out way more than a typical ex-wire guy may, But he does still run into the same stupid cr*& we all run into. And he is much more focused on the planning side.

May 16, 2009 11:48 am
CALI123:

He's not that bad.





He does plan out way more than a typical ex-wire guy may, But he does still run into the same stupid cr*& we all run into. And he is much more focused on the planning side.





I confess I stopped reading his blog long ago, shortly after he started writing about struggling to decide what fee structure to use and what exact services to offer clients, and how he produced his first plan for his first client .... and this was months AFTER he was supposedly "in business."   



It is just so backwards from the way most established folks go about it that I found it absurd and ridiculous.

May 16, 2009 5:32 pm

I agree - I def get the impression he had some cash to sit on while he started his practice. My wife would have killed me if it took me that long to get my first client!