Now that I'm entering my second week of running my own RIA, it's time to get out there and find clients. While I have prepared many avenues in which to do this, one worked out quite well already.

A family friend is a teacher and I met with her husband yesterday for lunch. He is a manager at a large pharmaceutical company, and told me a while ago that he was looking for a financial advisor. He wasn’t sure what he was looking for, but was interested in my approach given that my company only works with teachers.

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