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Feb 1, 2010 8:19 pm

Wet_Blanket

Joined: 2008-11-13Offline

[quote=mlgone]I just opened a 25k IRA…for a new client

    BUT   Her sister has 6million with me [/quote]   You're doing this all backward.  You open with the 25K account, then get the $6MM account from that relationship.
Feb 1, 2010 8:27 pm

Weddle_Me

Joined: Offline

[quote=mlgone]I just opened a 25k IRA…for a new client

    BUT   Her sister has 6million with me [/quote]   liar
Feb 1, 2010 9:02 pm

DodgerDraftpick

Joined: 2006-12-24Offline

B your right another example I didn’t mention was I opened a 50k account for one of my old baseball coaches.  This particular coach trains a lot of the young talent in a certain part of LA known for young athletes.  This relationship has allowed me to get in with young players and their families that he is training before they are swamped by Agents, Advisors etc. and well before they declare or enter a professional draft.  He is a low key client, great person and a huge referral source all those factors made it easy to put the minimum away with him.