Office location?

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Oct 21, 2009 4:42 pm

My firm is about an hour away and most of my clientele will be where I am initially. It is too far to ask them to drive an hour to meet me, I have a home office setup but don't really feel bringing people here would work.  Thinking about local small office for just a "place to meet"...

Thoughts?  What have some of you done for a meeting place?


Oct 21, 2009 4:43 pm

Two words...Champagne Room.

Oct 21, 2009 4:46 pm

Who is your B/D?  Keep in mind, if you set up a permanent lcoation, you have to register it with FINRA.  And your B/D may not allow it.  I have a client that used to be with a guy that did this, and he said he always felt that this was "sketchy".  But I guess if you set the office up nicely, it would be OK.  You just don't want to have a client come meet you in a stark white office with 4 walls and a desk.

Oct 21, 2009 4:48 pm

ROOGLE

Oct 21, 2009 4:49 pm

yeah, i thought about that, the bare office with a desk, i would have to give it that law office feel which would cost $$.  I just thought anything would be better than a Starbucks..


B24:

Who is your B/D?  Keep in mind, if you set up a permanent lcoation, you have to register it with FINRA.  And your B/D may not allow it.  I have a client that used to be with a guy that did this, and he said he always felt that this was "sketchy".  But I guess if you set the office up nicely, it would be OK.  You just don't want to have a client come meet you in a stark white office with 4 walls and a desk.

Oct 21, 2009 4:54 pm

GettingStarted- another option might be working with a local office building that does by the hour office or conference room rental.  I know where I am (scottsdale) there are a number of places like this- everything from "decent enough" to truly outstanding office addresses and the offices and meeting rooms to match.  At either end of that small spectrum, the costs are generally not at all that bad.  Just a thought.  Good luck!

Oct 21, 2009 4:57 pm

Thanks Curious -

That's a great idea.  A good friend of mine owns a large Real Estate company in my town (the largest by far) with a good rep.  He offered to let me use his conf room or an office anytime I needed it.

Curious1:

GettingStarted- another option might be working with a local office building that does by the hour office or conference room rental.  I know where I am (scottsdale) there are a number of places like this- everything from "decent enough" to truly outstanding office addresses and the offices and meeting rooms to match.  At either end of that small spectrum, the costs are generally not at all that bad.  Just a thought.  Good luck!

Oct 21, 2009 5:31 pm

check out executive office suites like Regus. You can pay them a fee (usually less than 200 bucks a month) to have a mail box set up. Then it looks like that is your office address. You then have the option to rent out an office or conference room by the hour. You can even have the receptionist answer your phones.

When I first went indy I worked out of my home and used this set up. I just told clients I was sharing office space with an accounting firm (which I was -there was a cpa with the same set up).

One thing- use your own phone! If you use their lines, then move, you, lose the phone number. VOiP is a good set up for this

good luck!




Oct 21, 2009 5:57 pm
SometimesNowhere:

Two words...Champagne Room.






Oct 21, 2009 7:04 pm
Squash1:

ROOGLE





Hell yeah!

Oct 21, 2009 9:11 pm

Talk to a local CPA or Attorney that you know and see if you could use their conference room or an office they are not using.  We actually use a local insurance agent for the same purpose.  Rent an office and have use of their conference room at a very reasonable rate each month.  Be sure to explain to the client that you are not going to be at that office all the time, but you would be more than happy to meet them their whenever they would like. 

Oct 21, 2009 11:05 pm

Did you read my post about the real estate office?  I thought that would be  a good source of referrals too...

CashFlow:

Talk to a local CPA or Attorney that you know and see if you could use their conference room or an office they are not using.  We actually use a local insurance agent for the same purpose.  Rent an office and have use of their conference room at a very reasonable rate each month.  Be sure to explain to the client that you are not going to be at that office all the time, but you would be more than happy to meet them their whenever they would like.