20 months in: A field dispatch from an advisor who started an RIA in a strange city with no clients
After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade
Levar
Great article.
Lyman Howard
Ryan, you are an inspiration! $10 mil is a milestone since early dollars are so difficult. Your newsletters are great! Hope to see you at SSG conference this April. Go Navy!
David Wallace
Great Article. Clearly the experience of cold-calling success has equipped you to take this on. The great news is that every new client = a pay raise! Although it’s a monumental undertaking and will take time away from asset gathering, I’d encourage you to consider the CFA program. It’s clear that you are thoughtful and intellectually gifted, as well as being a capable asset gatherer, so I think you would find the material interesting and helpful as you manage your models. Of all of the credentials you can show clients, I think has the most respect. Just my 2c
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