Looking for a partner to start a wealth management firm. I have the PPM, serious interest please DM.
I am an industry veteran and manage investment strategies for my clients. Looking to start an RIA firm, any one who would like to pursue their entrepreneurial aspirations please DM me. I have been in the industry for 15 years, ran quantitative trading desk for 8 years, portfolio and risk management for 10 years, business development and client relationship for 10 years. Always wore many hats in my career. Currently leading a new investment venture for the firm. Also manage a small book of Friends and Family accounts running 8 different strategies. I would like to go independent now, and build a company with the right partner. I have the business plan and would like to partner with the right mindset. Thank you! #interview #finance
OP, I think u need to put out a lot more detail to show that u serious too. Otherwise this feels like u gon sell me whole life insurance as soon as I DM you. Share the following: 1. Total AUM you’re targeting 2. Typical AUM / client you focused on 3. How many clients (new vs existing) 4. Locations 5. Your credentials 6. What u looking for in partner - their connections for clients, money? What
Thank you. +details
Still waiting on OP to add deets
OP, mentor me?
Sure. DM me
😂
Any reason you found this funny? Any feedback will help me do a better job next time?