OK now that I have all my licenses ( 7,63,65), how do I go about getting clients. I have been able to bring over many of my tax clients and have about 750K under management.
My B\D has no real training program and I am out here on my own in a very rural area of about 8000 people. There is only one other broker within a 50 mile radius.
Most people in town know who I am as I have done taxes here for about 4 years.
Any creative ideas would be helpful?