Extreme tire kicking
Published: Sun, 02/14/21
,
Do-it-yourselfer.
That best describes my approach to my own portfolio over the last 35 years.
Until this month.
For a host of really good reasons, I've hired an RIA.
As you might imagine, this entailed some extreme tire kicking.
My screens included evaluating their:
That best describes my approach to my own portfolio over the last 35 years.
Until this month.
For a host of really good reasons, I've hired an RIA.
As you might imagine, this entailed some extreme tire kicking.
My screens included evaluating their:
- holistic portfolio approach
- asset selection
- fees
When I wrote the email to notify them of my intentions to sign on, I included the following:
"I place tremendous value on communication, timeliness/sense of urgency, transparency of information, and follow-through."
Attributes, that for me, define extraordinary RIAs.
And extraordinary wholesalers.
Created in 1999. Still true, 22 years later. Your copy of 15 Sales Rules to Live (and Die) By is attached.
Rob
p.s. Over 53,000 appointments scheduled, and counting. How many can we schedule for you? Learn more about Wholesaler Masterminds Schedulers.
Rob
p.s. Over 53,000 appointments scheduled, and counting. How many can we schedule for you? Learn more about Wholesaler Masterminds Schedulers.