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Jul/24/2014 at 7:11am
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Yesterday at 10:41pm
|Rookies & Trainees
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.
Jul/22/2014 at 7:58pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Yesterday at 10:37pm
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
Yesterday at 11:01pm
Annuities, life, health, long-term care, and disability insurance.
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Taxes, estate planning, retirement income planning, accumulation, etc.
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All things Compliance for RIAs
Jul/11/2014 at 5:02pm
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Arbitration, regulation, and all other legal "stuff."
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Hardware and software that helps you run your practice.
Jul/26/2014 at 12:57pm
|General Industry Discussion (1 Viewing)
A place to post if your topic doesn't fit any other category.
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|The Water Cooler
Off topic discussions, jokes, etc.
Yesterday at 10:24pm
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.
Jun/03/2014 at 2:10pm
|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.
May/28/2014 at 8:23pm
|Latest Forum Posts|
|It Begins...||By sangom3, Today at 1:38am||Greenhorn Introductions|
|Hey everyone||By sangom3, Yesterday at 11:57pm||Greenhorn Introductions|
|Hello!||By Love2Golf, Yesterday at 11:44pm||Greenhorn Introductions|
|Serious Problem||By helado, Yesterday at 10:49pm||Greenhorn Introductions|
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