Mar '23 in General discussion
Onboarding New MD
Sorry for the tardiness....Bill and I had a call with one of my CPA leads generated from my LinkedIn campaign, back on 1/11/23 & another with the CPAs partner on 1/23/23. Tomorrow, I will be onboarding them as new MDs with RTS. They have a $1million dollar target premium finance case in existence that is giving them a headache ("use our back office"), one reason for joining. Rich told me he has 3 separate entities that qualify for ERTC, "we don't have time or resources, do you have anyone that specializes in ERTC, Yes ("use our back office"), I indirectly introduced him to Christen that he will be partnering with, (she doesn't know yet), because I don't care to do ERTC..... "excellent was his reply." In addition, they will joining Redwood Private Wealth, RIA with a goal of $100M in AUM., based on previous AUM production with another RIA, that they got burnt, and now have to rebuild.
What I really loved to hear was Rich say, " intriguing, I never heard of a cash balance plan so flexible"
"Obstacles are those frightful things you see when you take your mind off your goals."
Have a Great Week!..........
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Onboarding New MD
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