Which firm to use

Jan 13, 2010 7:07 am

Hello Everybody,

  My question is, I live in Chicago, have been a RR for 26 years.  My production has fallen off lately because of the market, etc...  I need to find a firm to keep my license with that does not have a minimum production requirement.  I have a few big clients that I will be doing retirement planning with but I need to get a break from the production push.  Anyone have any suggestions??  Thank you in advance.
Jan 13, 2010 1:45 pm

You might want to consider the RIA Route which does not have the typical production requirements standard in the BD world.