RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Hou-Sear team applies Goldman Sachs marketing approach in second year as RIAs

Luminous Capital uses intensive cold-calling and a breakaway strategy to augment giant referral flow

Tuesday, February 16, 2010 – 5:01 PM by Brooke Southall
Admin:
0 Comments
no description available
David Hou and Mark Sear believe cold calls have a place at an RIA.

Related Moves

Infamous stockbroker resolves civil suit stemming from violent tirade -- the apparent final chapter in an incident that went viral and forever branded him the 'Fairfield Smoothie Guy'

Broker Jim Iannazzo went all out with high-powered attorneys and slick Las Vegas crisis pr team to limit the damage from his actions, but whether he can ever live down the incident remains to be seen.

September 1, 2022 – 5:11 AM



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo