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I dunno. What they're asking him do come up with sounds hard unless he already belongs to the country club.
Going out from scratch hunting for middle and high-end clients is not exactly the easiest job in the world.
Oh well. The last guy I saw who was waiting to take his tests was a new guy at Merrill Lynch and they were making their guys also go the RIA route. This guy had flunked 3 times and that day was his last chance or he was fired.
Talk about pressure. I would not go that route for anything.