rookiebroker007:

Good day for contacts!!!..

Thanks for the advice - I am for real… and favorite energy drink is monster!!.. I know that getting the CPAs and attorneys is more of a relationship hurdle, and will take some time. I just want to try to get out there quickly - I know there will be other brokers trying to do the same…

Although it may be late this year, I think perhaps I can try some newer firms - some that may not be already networked, with brokers…

I will try to do some basic research this weekend on newer firms in the area, and try to just call them, to see if I can land appointments…

Just from a regulatory stand point - can I also tell them, that I will also be willing to refer clients?..

Again - very good advice for this newbie…   Local market guys are good, but I feel like they are busy…

CPA's, in general, hate the entire RR world.  The established ones generally have one or two advisors that they refer business to that they have spent years cultivating the relationship.  That being said, they are a goldmine for business and a referal from a CPA gives you instant credibility.    What I did was form an RIA with common minority ownership of the partners of the leading firm in my area.  I office in their office and they share passively in the profits of the RIA.  When customers come in for taxes, audit, etc, it is a one stop shop, so to say.