My Story: Looking to be Someone's Subadvisor or Succession Plan
Mary Ann Buchanan | RIA Match, October 2019
Read the article online >Summary: I've been running my own practice for roughly five years. It has been built from scratch using a phone and forming relationships with CPA's. I did Investment Banking and Ag Banking before I started my own firm. I am looking for someone that needs a subadvisor or succession plan. I have a very aggressive work ethic but never had a mentor to give direction on building a book of business.
I manage a Salt Lake City based broker/dealer and would like to discuss. Please contact me at eric@moretoncm.com