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Jan 31, 2008 5:25 pm

I’m a ML POA who is approaching my 12th month LOS.  I have received my CRPC, passed my CFP and have been hitting all of my hurdles.  My pipeline looks very promising in the long-term, but the short-term could be improved.  Since I have been relatively successful, I have had a few senior FAs discuss partnering opportunities with them.<?: prefix = o ns = "urn:schemas-microsoft-com:office:office" />


 


What partnering structures have you seen in your offices?  Which of those worked/didn’t work and why?


 


My biggest concern is that at this stage of the game that I don’t have much leverage.  I want to work with someone rather than for them.  What suggestions do you have for me?


 


Thank you,


--WM