Overview

I have a three year business plan to expand to 12-15 broker agency vs the current 3 + 2 in training. Have all budget, strategy, location, buildout, logos, partners identified. Goal is to have 1.5 M in revenue in 3 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...