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|All About the Board
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Nov/27/2013 at 9:30pm
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
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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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Dec/03/2013 at 10:26pm
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Nov/19/2013 at 9:14pm
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Off topic discussions, jokes, etc.
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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.
Nov/12/2013 at 3:28pm
|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.
Nov/13/2013 at 2:58pm
|Latest Forum Posts|
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