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Collection of good threads that Guests may view. Register to see more.
Jan/22/2014 at 12:05pm
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Feb/28/2014 at 6:31pm
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
Mar/07/2014 at 7:58pm
Building relationships, managing your book, horror stories, and stupid mistakes.
Mar/07/2014 at 7:59pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Today at 1:07pm
|Indy World (2 Viewing)
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Today at 11:46am
|Prospecting, Marketing, and Selling (1 Viewing)
Strategies for building a successful practice.
Today at 7:47am
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
Yesterday at 11:37am
Annuities, life, health, long-term care, and disability insurance.
Mar/01/2014 at 9:48pm
Taxes, estate planning, retirement income planning, accumulation, etc.
Mar/07/2014 at 3:12pm
All things Compliance for RIAs
Mar/05/2014 at 7:26pm
Arbitration, regulation, and all other legal "stuff."
Nov/19/2013 at 9:14pm
Hardware and software that helps you run your practice.
Mar/07/2014 at 3:08pm
|General Industry Discussion
A place to post if your topic doesn't fit any other category.
Mar/07/2014 at 12:20pm
|The Water Cooler
Off topic discussions, jokes, etc.
Today at 1:09pm
Administering Justice and Protecting the General Population of Advisorheads
Feb/02/2014 at 11:26pm
|Real Life Resources|
A safe place where vendors can discuss their products and services. List brokers, custodians, wholesalers, you name it. If we can use it, you can offer it here.
Feb/28/2014 at 4:27pm
|Recruiting & Guns For Hire
Looking to add talent to your practice? Whether you're an indy OSJ, RIA, General Agent, or Wirehouse BOM, the talent you seek might be found here.
Jan/14/2014 at 9:50am
|Latest Forum Posts|
|New to board||By Iamlegend, Mar/03/2014 at 8:09pm||Greenhorn Introductions|
|Free Portfolio Analytics App (blairqa.com)||By SometimesNowhere, Mar/03/2014 at 7:53pm||Greenhorn Introductions|
|Free Portfolio Analytics App (blairqa.com)||By blairqa, Mar/03/2014 at 7:14pm||Greenhorn Introductions|
|New to board||By luvindy, Mar/03/2014 at 5:58pm||Greenhorn Introductions|
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|Setup and new practice - Mid West||By yield spread, Mar/03/2014 at 10:37am||Greenhorn Introductions|
|Setup and new practice - Mid West||By helado, Mar/03/2014 at 9:54am||Greenhorn Introductions|
|Setup and new practice - Mid West||By Jonny, Mar/03/2014 at 4:11am||Greenhorn Introductions|
|Howdy!||By Iamlegend, Mar/02/2014 at 6:12pm||Greenhorn Introductions|
|Howdy!||By Delbs, Mar/02/2014 at 5:55pm||Greenhorn Introductions|
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