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Indy and affiliated with a bank

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Feb 4, 2009 11:03 pm

Borker Boy

Joined: 2006-12-10Offline

I have a friend who has his own shop with LPL and also has a relationship with a local credit union chain that has five branches in his area.

He has an office in each of the branches, puts his bio and picture in their quarterly publication and spends a couple days each week meeting with clients at the various branches.   Are any of you doing this? If so, how did you approach the bank/credit union about affiliating with them?
Feb 5, 2009 4:03 am

noggin

Joined: 2004-11-30Offline

I am Indy and affiliated with a bank. PM me for details.

Feb 5, 2009 6:06 am

Indyone

Joined: 2005-05-31Offline

I could see where that would be a sweet gig…all those warm referrals without all the bank management bullshit.

Feb 7, 2009 5:49 am

noggin

Joined: 2004-11-30Offline

It’s the only way that a reasonable man would precede…

Mar 24, 2009 6:27 pm

EXMLBAI

Joined: 2009-03-14Offline

Any idea what the fee sharing % arrangement is?

Mar 24, 2009 7:47 pm

xbanker

Joined: 2007-01-22Offline

Indyone…I just spewed soda all over the keyboard at that comment. I unfortunately understand coming from a bank.