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Prospecting at a Wirehouse VS Boutique

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Nov 3, 2011 4:19 pm

I am moving from a large wirehouse to a mid size boutique firm.  My old firm was in a small 'state employee' populated city and I will now be situated in one of the largest cities in California.  Has anyone had experience with prospecting from a boutique?  My thoughts are that prospecting is 'prospecting' and in fact I have an upper hand because of the limited occurance of coming across current clients of my firm working with other advisors.  -Net New heaven-

Has anyone had this type of transition and found difficulty or found the need to readapt your prospecting plan dramatically? 


Nov 3, 2011 8:43 pm

Where does the boutique custody their assets? As a start

Nov 3, 2011 9:35 pm

They custody their own assets unless a client of IA decides to request assets be held somewhere else.

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