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Loni Anderson's profile image
Loni Anderson's profile image
Loni Anderson
  • Member since Oct 28, 2018

User Stats

27
Posts
4
Votes
Loni Anderson's profile image
Loni Anderson's profile image
Loni Anderson
  • Member since Oct 28, 2018
Loni Anderson
4
Votes |
27
Posts
Tax, SDIRAs & Cost Segregation

How may I be a referral source for SD IRA custodians

Loni Anderson
Posted

Hi Guys,

I'd really like to be a referral source for custodians (or others who manage funds) of SD IRA accounts. What strategies have worked for you to connect to these managers? What may I offer that helps them serve their clients (by referring me) while staying in compliance with their feduciary duty (if any)?

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