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How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host

WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

Author Kelly O'Mara April 4, 2013 at 7:02 PM
Admin:
no description available
Bo Dong: We actually are helping Advent, not so much taking business away. Otherwise, you probably would have jumped.

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See more related moves


Elmer Rich III

Elmer Rich III

April 4, 2013 — 7:30 PM

Gee, “a series of very large, interesting, big-staffed, VC-backed, turbocharged Silicon Valley-based technology startup ventures of late.” The business is almost starting to sound glamorous! Who doesn’t like turbo-charged?

It sure would be great if anyone could come up with ways to make money in our industry that don’t takes decades of hard, detailed, careful work — that pass compliance.

Brooke Southall

Brooke Southall

April 4, 2013 — 7:34 PM

Elmer,

It was my dream at one time to own a Saab Turbo. I’m still working my way up to it and now they’re becoming extinct.

good comment,

Brooke

Elmer Rich III

Elmer Rich III

April 4, 2013 — 8:53 PM

I remember that car. It was advanced and cool for the time. I always get bugged by the turbo lag, however. My preference is a supercharger. It spins up instantly.

BTW, haven’t driven in 1.5 years – owned a car in 20+ years. I am a city mouse. Like cars but hate sitting in traffic.

If and when, think I would go for souped up Mustang with 5 speed. Love stick shift.

Would you buy an old one? Of course, in Bay Area you need a car. Not in Chicago.

Mr. J. L. Livermore

Mr. J. L. Livermore

April 4, 2013 — 8:59 PM

Dear Mr. Rich,

I love you.

JLL

Elmer Rich III

Elmer Rich III

April 4, 2013 — 9:35 PM

Ad hominem argument.

Bo Dong

Bo Dong

April 5, 2013 — 3:47 AM

Gatemore London Office signed the contract last week and all their reports are live this week.

Brooke Southall

Brooke Southall

April 5, 2013 — 6:26 AM

Bo,

Thanks for the update and congrats.

Elmer,

Word. You can’t improve on that.

Brooke

Brooke Southall

Brooke Southall

April 5, 2013 — 10:37 PM

I deleted two comments left by someone who decided he no longer wanted to be on record with those thoughts. I won’t always agree to that but it seemed reasonable under the circumstances.

Brooke

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September 11, 2013 — 8:21 AM

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