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Feb 4, 2009 11:03 pm

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

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

Feb 5, 2009 6:06 am

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

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

Mar 24, 2009 6:27 pm

Any idea what the fee sharing % arrangement is?

Mar 24, 2009 7:47 pm

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