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|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Apr/05/2015 at 3:16pm
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For those studying for licensing exams, trainees, first year producers, and those considering the industry.
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Building relationships, managing your book, horror stories, and stupid mistakes.
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Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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Strategies for building a successful practice.
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Administering Justice and Protecting the General Population of Advisorheads
Feb/02/2014 at 11:26pm
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Apr/14/2015 at 11:03pm
|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.
Mar/16/2015 at 7:39am
|Latest Forum Posts|
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