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Apr 21, 2009 5:42 pm

Hey there, I recently decided to go independant and open up my own office in the Cleveland area. My date is set for the first week of August. I was wondering if those of you who opened up you’re own office had some insight into the best technology to utilize. For example, what phone and internet provider is best suited? My office will consist of two brokers and an assistant. Any suggestions would be greatly appreciated.

Apr 21, 2009 8:56 pm

There are many options out there.  Look at the technology forum to get some opinions.  Also talk to your custodian to get some suggestions.  The biggest problems you are going to run into is not what tech to use, but how to integrate with everything else and meet your compliance needs.

Good Luck.

Ash - The breakaway experts
609-945-7100 x 101

Apr 23, 2009 3:15 am
Hey Goen, regarding phones, see a post from a few minutes ago under heading "indy business model setup" Juck Phones!
Apr 24, 2009 3:26 pm

If you are going into an office building, ask your landlord for some names of the companies that most of the other tenants are using. We were able to get better deals on broadband, etc. because the company was already providing to most of the other tenants.

Apr 24, 2009 3:54 pm

Thanks. That was part of our plan. Looking for a possible sub-lease or an office space that has broadband installed. I have been busy and was just curious as to what phone and internet providers other brokers are using in order to narrow down the search.

Apr 24, 2009 8:51 pm

I wish I did this.

Some of the guys I know who are just going indy have called around to the local CPA firms to ask if they have any space to rent out for a financial planner. Most have space. One of my buddies has been getting a ton of referrals from a CPA who doesn’t want to manage assets anymore. Could be a gold mine if you do it right.