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Oct 28, 2016 4:39 pm

A roundtable discussion of the latest trends, problems, news, etc.

Feb 7, 2019 10:40 pm

Does anybody know of a study program for the new revised Series 82 exam?

Oct 15, 2019 11:32 am

Hello, guys, my name is Debby Tompkins. I am a crypto trader by profession. I am a traveler and I like to explore new places.
I have been into crypto trading for the past 2 years and I have learned a lot about cryptocurrencies. Thanks
May 21, 2021 8:39 pm

Good afternoon. My name is Aiden Cooper.

I was reaching out to you to see if anyone interested in attending a meeting with one of my plan sponsors right in your area. My team generates meetings with plan sponsors who have requested to sit down with an advisor to benchmark and review their current 401k plan and address concerns. For example we have an ADP plan that has approximately 5,500,000 in assets with 32 participants but from what I can gather they are growing and are unsatisfied with their services stating, "they don't even know who their advisor is". Whenever they call in with any questions, they always get a different person on the phone, so they don't have one go to the advisor they have a relationship with. They do want to keep them for payroll however. The meeting has been scheduled with the company's decision maker (CFO attending) of the plan on June 8th at 1:00pm. Our highly vetted meetings really represent a great opportunity to gain new business and if this is in your wheelhouse it could possibly be a good fit. If the date is not good for you, we could reschedule as they are flexible to meet at a more convenient date/time for you and the sponsor. However, we would prefer to keep the original date if possible.
We are willing to be very flexible as it would be helping us out.We contract with advisors and are looking to grow their book. If you are experienced in this market and are looking to bring in new 401k business, we may be a match. Please circle back when you get a few minutes to discuss the details and specifics. Let me know your availability or feel free to give me a call directly. (866) 211- 9280 Aiden Cooper. Thanks again and I look forward to speaking with you.