Road to Independence

Many years ago the ancient Greek scholar Archimedes mouthed the word, “Eureka” after stepping into the bath and noticing that the water level rose. He discovered that the volume of water displaced is equal to the volume of the part of his body which was submerged. Yes, it was a great discovery.

I am equally excited. Not about what I have discovered, since it already existed, but about what I learned while attending a conference hosted by my new custodian, TradePMR. “Trade who?,” you might ask. TradePMR. Remember that name because I’m absolutely convinced you will be hearing a lot about them in the future. Here are some of the reasons for my enthusiasm.

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Last week I discussed my approach in meeting with a prospective client. This week I would like to refine that a bit and update you about my transition to the new custodian, TradePMR.
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What a busy week. I had a few meetings with prospective clients, opened a few accounts with my new custodian, and learned more about technology and how it can help. First, let’s talk about the prospective clients, of course, without divulging any confidential information.

As I continue in this business, I am always refining how I do things. Here’s what I did with respect to the first meeting with a prospective client.

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In the continuing story about setting up my new office, we bought the last few pieces of art and other decorative items, but still needed reception area chairs. We had shopped at several places, but alas, could not find the right ones. Then, we went to a store called Kirkland’s, and there it was, the perfect chair. This was it, the end of our search, right? Well almost right. When they checked their inventory, they only found one and we obviously needed two. So they called several area stores and found two, but they were an hour and a half away. Since they don’t ship between stores, we got in the van and took a road trip. Finally, at last, the new office is finished and everything is in place.
During the process of setting up the new office, I conducted several account reviews and made contact with a few prospective clients. The reviews went well, as well as can be expected in a market like we have.

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