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May/22/2013 at 10:13am
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Collection of good threads that Guests may view. Register to see more.
By El Senor
Today at 1:14am
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
May/15/2013 at 7:24am
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
Today at 9:47am
Building relationships, managing your book, horror stories, and stupid mistakes.
Today at 5:41am
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Today at 1:49pm
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Today at 8:37am
|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
Yesterday at 8:34pm
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
Today at 12:36pm
Annuities, life, health, long-term care, and disability insurance.
May/16/2013 at 9:38pm
Taxes, estate planning, retirement income planning, accumulation, etc.
Today at 11:56am
All things Compliance for RIAs
Yesterday at 7:11pm
Arbitration, regulation, and all other legal "stuff."
May/01/2013 at 10:27am
Hardware and software that helps you run your practice.
Today at 12:41pm
|General Industry Discussion (2 Viewing)
A place to post if your topic doesn't fit any other category.
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Off topic discussions, jokes, etc.
Today at 3:07pm
|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/07/2013 at 11:51am
|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.
Apr/25/2013 at 12:44pm
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