Cold Call
sponsored by:
Registered Rep.: What's the best part about working in San Francisco?
Brodie Cobb: Natural beauty, food, wine and outdoor sports.
RR: As an RIA, what is your firm's largest expense (excluding compensation)?
BC: Rent.
RR: If you weren't in this industry, what would you be doing?
BC: Winemaker.
RR: What's one piece of technology you can't imagine working without?
BC: Telephone.
RR: On average, how many emails do you receive daily?
BC: 400.
RR: What's the first thing you do when you get to the office?
BC: Turn the computer on.
RR: Best way to spend a Sunday afternoon?
BC: Preparing for the upcoming week.
RR: How did you meet your first client?
BC: Trade show.
RR: What's one thing that would most benefit the financial advisory industry?
BC: Better reporting.
RR: The one thing every FA should know before meeting a new client?
BC: His/her agenda.
RR: Favorite place for a business lunch?
BC: Perbacco Restaurant.
RR: One area of financial planning you plan to learn more about?
BC: Tactical overlay.
