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Sep/08/2014 at 12:24pm
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
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|Rookies & Trainees (1 Viewing)
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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|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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All things Compliance for RIAs
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Hardware and software that helps you run your practice.
Oct/27/2014 at 9:13am
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A place to post if your topic doesn't fit any other category.
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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.
Oct/29/2014 at 8:08pm
|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.
Aug/19/2014 at 4:11pm
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