Hou-Sear team applies Goldman Sachs marketing approach in second year as RIAs
Luminous Capital uses intensive cold-calling and a breakaway strategy to augment giant referral flow
Related Moves
Infamous stockbroker resolves civil suit stemming from violent tirade -- the apparent final chapter in an incident that went viral and forever branded him the 'Fairfield Smoothie Guy'
Broker Jim Iannazzo went all out with high-powered attorneys and slick Las Vegas crisis pr team to limit the damage from his actions, but whether he can ever live down the incident remains to be seen.